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 | $312,078 | $109,881+184.0% | $150,045+108.0% | $84,808+268.0% |
| Participation rate | 84.4% | 76.1%+8.4pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 34.15% | 28.25%+5.9pp | 62.55%-28.4pp | 40.90%-6.7pp |
| Employer contribution / active EE | $2,213 | $3,561-37.9% | $4,693-52.8% | $2,631-15.9% |
| Participant deferral / active EE | $11,781 | $6,636+77.5% | $7,997+47.3% | $4,212+179.7% |
| Admin fee / account holder | $28,080 | $8,568+227.7% | $13,435+109.0% | $7,344+282.4% |