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 | $359,807 | $80,717+345.8% | $154,803+132.4% | $84,808+324.3% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 17.93% | 37.96%-20.0pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $8,209 | $2,761+197.3% | $4,305+90.7% | $2,631+212.0% |
| Participant deferral / active EE | $8,684 | $3,303+162.9% | $5,540+56.7% | $4,212+106.2% |
| Admin fee / account holder | $4,676 | $6,746-30.7% | $14,329-67.4% | $7,344-36.3% |