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 | $318,078 | $94,625+236.1% | $116,228+173.7% | $84,808+275.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 13.42% | 20.40%-7.0pp | 90.06%-76.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,747 | $2,347+17.1% | $2,994-8.2% | $2,631+4.4% |
| Participant deferral / active EE | $7,774 | $3,972+95.7% | $4,953+56.9% | $4,212+84.6% |
| Admin fee / account holder | $96,539 | $10,091+856.7% | $11,989+705.2% | $7,344+1214.6% |