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 | $306,868 | $109,881+179.3% | $150,045+104.5% | $84,808+261.8% |
| Participation rate | 74.2% | 76.1%-1.9pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | 14.72% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,159 | $3,561+16.8% | $4,693-11.4% | $2,631+58.1% |
| Participant deferral / active EE | $14,015 | $6,636+111.2% | $7,997+75.2% | $4,212+232.8% |
| Admin fee / account holder | $37,215 | $8,568+334.3% | $13,435+177.0% | $7,344+406.8% |