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 | $264,913 | $81,460+225.2% | $103,333+156.4% | $80,856+227.6% |
| Participation rate | 98.0% | 66.8%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 15.72% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $13,320 | $3,105+328.9% | $3,868+244.4% | $2,755+383.5% |
| Participant deferral / active EE | $11,188 | $3,869+189.2% | $5,057+121.2% | $4,296+160.4% |
| Admin fee / account holder | $22,905 | $6,566+248.8% | $8,355+174.2% | $6,918+231.1% |