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 | $356,793 | $101,724+250.7% | $164,813+116.5% | $80,856+341.3% |
| Participation rate | 96.3% | 71.8%+24.4pp | 78.6%+17.6pp | 67.6%+28.6pp |
| Annual return | 15.37% | 16.72%-1.3pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $8,656 | $2,953+193.1% | $4,341+99.4% | $2,755+214.2% |
| Participant deferral / active EE | $20,513 | $4,477+358.2% | $6,031+240.1% | $4,296+377.5% |
| Admin fee / account holder | $38,916 | $8,227+373.0% | $12,690+206.7% | $6,918+462.5% |