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 | $284,809 | $109,413+160.3% | $156,263+82.3% | $84,808+235.8% |
| Participation rate | 81.1% | 72.7%+8.4pp | 78.9%+2.2pp | 68.3%+12.8pp |
| Annual return | 13.31% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,668 | $2,907+129.4% | $4,333+53.9% | $2,631+153.4% |
| Participant deferral / active EE | $13,859 | $4,590+202.0% | $6,158+125.0% | $4,212+229.1% |
| Admin fee / account holder | $15,738 | $9,357+68.2% | $14,255+10.4% | $7,344+114.3% |