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 | $440,778 | $80,717+446.1% | $154,803+184.7% | $84,808+419.7% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 17.27% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,201 | $2,761+15.9% | $4,305-25.7% | $2,631+21.7% |
| Participant deferral / active EE | $3,597 | $3,303+8.9% | $5,540-35.1% | $4,212-14.6% |
| Admin fee / account holder | $27,159 | $6,746+302.6% | $14,329+89.5% | $7,344+269.8% |