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 | $429,336 | $110,257+289.4% | $96,544+344.7% | $139,434+207.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 17.74% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,735 | $3,620-52.1% | $2,965-41.5% | $4,751-63.5% |
| Participant deferral / active EE | $10,705 | $5,548+93.0% | $4,851+120.7% | $6,710+59.5% |
| Admin fee / account holder | $9,552 | $11,591-17.6% | $8,252+15.7% | $11,403-16.2% |