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 | $362,684 | $41,377+776.5% | $109,313+231.8% | $62,891+476.7% |
| Participation rate | 95.3% | 57.5%+37.8pp | 71.3%+24.0pp | 69.3%+26.0pp |
| Annual return | 10.69% | 11.05%-0.4pp | 22.07%-11.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $38,272 | $1,276+2899.4% | $3,892+883.3% | $2,281+1577.9% |
| Participant deferral / active EE | $7,277 | $2,045+255.9% | $3,166+129.8% | $3,203+127.2% |
| Admin fee / account holder | $17,371 | $2,884+502.3% | $5,666+206.6% | $4,296+304.4% |