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 8-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 | $304,759 | $79,449+283.6% | $189,557+60.8% | $85,850+255.0% |
| Participation rate | 93.3% | 66.0%+27.3pp | 78.4%+14.9pp | 69.3%+24.0pp |
| Annual return | 15.66% | 18.45%-2.8pp | 64.17%-48.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $6,358 | $2,081+205.5% | $4,412+44.1% | $2,565+147.9% |
| Participant deferral / active EE | $4,149 | $4,051+2.4% | $6,174-32.8% | $3,952+5.0% |
| Admin fee / account holder | $7,498 | $5,377+39.4% | $9,807-23.5% | $6,260+19.8% |