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 | $371,243 | $78,672+371.9% | $109,143+240.1% | $85,850+332.4% |
| Participation rate | 81.6% | 68.3%+13.4pp | 75.9%+5.8pp | 69.3%+12.3pp |
| Annual return | 14.21% | 25.09%-10.9pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,517 | $2,735-7.9% | $3,722-32.4% | $2,565-1.9% |
| Participant deferral / active EE | $11,982 | $3,467+245.6% | $4,653+157.5% | $3,952+203.2% |
| Admin fee / account holder | $36,520 | $5,469+567.7% | $6,752+440.9% | $6,260+483.4% |