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 | $303,801 | $81,248+273.9% | $155,509+95.4% | $80,856+275.7% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.6pp | 67.6%+28.1pp |
| Annual return | 23.41% | 33.31%-9.9pp | 64.67%-41.3pp | 35.59%-12.2pp |
| Employer contribution / active EE | $4,479 | $3,100+44.5% | $4,672-4.1% | $2,755+62.6% |
| Participant deferral / active EE | $3,961 | $3,452+14.8% | $5,626-29.6% | $4,296-7.8% |
| Admin fee / account holder | $1,881 | $7,997-76.5% | $15,912-88.2% | $6,918-72.8% |