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 | $333,816 | $81,248+310.9% | $155,509+114.7% | $80,856+312.8% |
| Participation rate | 97.2% | 66.2%+31.0pp | 78.2%+19.0pp | 67.6%+29.6pp |
| Annual return | 16.82% | 33.31%-16.5pp | 64.67%-47.8pp | 35.59%-18.8pp |
| Employer contribution / active EE | $8,216 | $3,100+165.0% | $4,672+75.8% | $2,755+198.3% |
| Participant deferral / active EE | $4,518 | $3,452+30.9% | $5,626-19.7% | $4,296+5.2% |
| Admin fee / account holder | $4,476 | $7,997-44.0% | $15,912-71.9% | $6,918-35.3% |