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 | $339,749 | $93,571+263.1% | $135,903+150.0% | $75,163+352.0% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 16.03% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,753 | $3,537-50.4% | $4,856-63.9% | $2,670-34.4% |
| Participant deferral / active EE | $13,331 | $6,404+108.2% | $7,758+71.8% | $4,125+223.2% |
| Admin fee / account holder | $9,302 | $6,975+33.4% | $10,762-13.6% | $5,651+64.6% |