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 | $350,928 | $109,881+219.4% | $150,045+133.9% | $84,808+313.8% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 15.60% | 28.25%-12.6pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,446 | $3,561+24.9% | $4,693-5.3% | $2,631+69.0% |
| Participant deferral / active EE | $7,297 | $6,636+10.0% | $7,997-8.8% | $4,212+73.3% |
| Admin fee / account holder | $2,855 | $8,568-66.7% | $13,435-78.8% | $7,344-61.1% |