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 | $294,561 | $81,460+261.6% | $103,333+185.1% | $80,856+264.3% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 15.64% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,357 | $3,105+72.5% | $3,868+38.5% | $2,755+94.5% |
| Participant deferral / active EE | $10,463 | $3,869+170.5% | $5,057+106.9% | $4,296+143.6% |
| Admin fee / account holder | $8,048 | $6,566+22.6% | $8,355-3.7% | $6,918+16.3% |