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 | $309,542 | $109,881+181.7% | $150,045+106.3% | $84,808+265.0% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.1pp | 68.3%+2.0pp |
| Annual return | 16.29% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,654 | $3,561+30.7% | $4,693-0.8% | $2,631+76.9% |
| Participant deferral / active EE | $9,317 | $6,636+40.4% | $7,997+16.5% | $4,212+121.2% |
| Admin fee / account holder | $56,718 | $8,568+562.0% | $13,435+322.2% | $7,344+672.3% |