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 | $323,029 | $71,050+354.7% | $93,606+245.1% | $80,856+299.5% |
| Participation rate | 72.6% | 60.4%+12.2pp | 68.7%+3.9pp | 67.6%+4.9pp |
| Annual return | 13.20% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,340 | $1,564+177.6% | $2,420+79.4% | $2,755+57.6% |
| Participant deferral / active EE | $9,579 | $4,034+137.5% | $4,411+117.2% | $4,296+123.0% |
| Admin fee / account holder | $38,442 | $6,945+453.5% | $8,285+364.0% | $6,918+455.7% |