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 | $361,850 | $80,717+348.3% | $154,803+133.7% | $84,808+326.7% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.6pp | 68.3%+26.3pp |
| Annual return | 13.37% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $9,935 | $2,761+259.8% | $4,305+130.8% | $2,631+277.6% |
| Participant deferral / active EE | $8,079 | $3,303+144.6% | $5,540+45.8% | $4,212+91.8% |
| Admin fee / account holder | $3,407 | $6,746-49.5% | $14,329-76.2% | $7,344-53.6% |