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 | $270,250 | $138,347+95.3% | $184,203+46.7% | $80,856+234.2% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+25.0pp |
| Annual return | 11.73% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $17,986 | $4,850+270.8% | $6,427+179.8% | $2,755+552.9% |
| Participant deferral / active EE | $18,915 | $7,071+167.5% | $9,131+107.1% | $4,296+340.3% |
| Admin fee / account holder | $9,269 | $10,483-11.6% | $13,901-33.3% | $6,918+34.0% |