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 | $372,804 | $80,717+361.9% | $154,803+140.8% | $84,808+339.6% |
| Participation rate | 95.6% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 13.36% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $17,229 | $2,761+523.9% | $4,305+300.2% | $2,631+554.9% |
| Participant deferral / active EE | $19,992 | $3,303+505.2% | $5,540+260.8% | $4,212+374.7% |
| Admin fee / account holder | $29,162 | $6,746+332.3% | $14,329+103.5% | $7,344+297.1% |