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 | $304,233 | $109,881+176.9% | $150,045+102.8% | $84,808+258.7% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 16.99% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $11,361 | $3,561+219.0% | $4,693+142.1% | $2,631+331.8% |
| Participant deferral / active EE | $13,828 | $6,636+108.4% | $7,997+72.9% | $4,212+228.3% |
| Admin fee / account holder | $1,757 | $8,568-79.5% | $13,435-86.9% | $7,344-76.1% |