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 | $355,539 | $109,881+223.6% | $150,045+137.0% | $84,808+319.2% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 35.53% | 28.25%+7.3pp | 62.55%-27.0pp | 40.90%-5.4pp |
| Employer contribution / active EE | $16,675 | $3,561+368.2% | $4,693+255.3% | $2,631+533.8% |
| Participant deferral / active EE | $10,526 | $6,636+58.6% | $7,997+31.6% | $4,212+149.9% |
| Admin fee / account holder | $12,949 | $8,568+51.1% | $13,435-3.6% | $7,344+76.3% |