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 | $340,529 | $60,892+459.2% | $82,389+313.3% | $84,808+301.5% |
| Participation rate | 92.1% | 63.3%+28.8pp | 69.5%+22.6pp | 68.3%+23.8pp |
| Annual return | 14.97% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,025 | $1,779+351.0% | $2,517+218.8% | $2,631+205.0% |
| Participant deferral / active EE | $10,158 | $3,179+219.6% | $4,155+144.5% | $4,212+141.2% |
| Admin fee / account holder | $49,461 | $5,467+804.7% | $7,231+584.0% | $7,344+573.5% |