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 | $410,198 | $148,978+175.3% | $200,582+104.5% | $84,808+383.7% |
| Participation rate | 84.8% | 84.2%+0.6pp | 86.9%-2.0pp | 68.3%+16.5pp |
| Annual return | 14.20% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $9,693 | $4,815+101.3% | $6,419+51.0% | $2,631+268.4% |
| Participant deferral / active EE | $19,090 | $7,142+167.3% | $9,331+104.6% | $4,212+353.3% |
| Admin fee / account holder | $72,064 | $13,977+415.6% | $16,305+342.0% | $7,344+881.3% |