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 | $292,614 | $81,248+260.1% | $155,509+88.2% | $80,856+261.9% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 20.13% | 33.31%-13.2pp | 64.67%-44.5pp | 35.59%-15.5pp |
| Employer contribution / active EE | $12,234 | $3,100+294.6% | $4,672+161.8% | $2,755+344.1% |
| Participant deferral / active EE | $8,130 | $3,452+135.5% | $5,626+44.5% | $4,296+89.2% |
| Admin fee / account holder | $1,713 | $7,997-78.6% | $15,912-89.2% | $6,918-75.2% |