See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,523 | $81,248+244.0% | $155,509+79.7% | $80,856+245.7% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 14.85% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $6,212 | $3,100+100.4% | $4,672+32.9% | $2,755+125.5% |
| Participant deferral / active EE | $11,704 | $3,452+239.1% | $5,626+108.0% | $4,296+172.4% |
| Admin fee / account holder | $20,844 | $7,997+160.6% | $15,912+31.0% | $6,918+201.3% |