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 | $280,753 | $80,717+247.8% | $154,803+81.4% | $84,808+231.0% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 15.96% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,813 | $2,761+182.9% | $4,305+81.5% | $2,631+197.0% |
| Participant deferral / active EE | $6,119 | $3,303+85.2% | $5,540+10.4% | $4,212+45.3% |
| Admin fee / account holder | $6,174 | $6,746-8.5% | $14,329-56.9% | $7,344-15.9% |