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 | $313,216 | $93,571+234.7% | $135,903+130.5% | $75,163+316.7% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 15.78% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,631 | $3,537-25.6% | $4,856-45.8% | $2,670-1.5% |
| Participant deferral / active EE | $12,145 | $6,404+89.6% | $7,758+56.5% | $4,125+194.4% |
| Admin fee / account holder | $8,165 | $6,975+17.1% | $10,762-24.1% | $5,651+44.5% |