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 | $390,110 | $148,978+161.9% | $200,582+94.5% | $84,808+360.0% |
| Participation rate | 87.1% | 84.2%+2.9pp | 86.9%+0.2pp | 68.3%+18.8pp |
| Annual return | 16.29% | 28.16%-11.9pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $12,392 | $4,815+157.4% | $6,419+93.1% | $2,631+371.0% |
| Participant deferral / active EE | $10,129 | $7,142+41.8% | $9,331+8.6% | $4,212+140.5% |
| Admin fee / account holder | $25,122 | $13,977+79.7% | $16,305+54.1% | $7,344+242.1% |