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 | $322,983 | $109,881+193.9% | $150,045+115.3% | $84,808+280.8% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 17.26% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $8,548 | $3,561+140.0% | $4,693+82.1% | $2,631+224.9% |
| Participant deferral / active EE | $13,437 | $6,636+102.5% | $7,997+68.0% | $4,212+219.1% |
| Admin fee / account holder | $10,792 | $8,568+26.0% | $13,435-19.7% | $7,344+46.9% |