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 | $346,156 | $93,571+269.9% | $135,903+154.7% | $75,163+360.5% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 18.03% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,831 | $3,537+36.6% | $4,856-0.5% | $2,670+81.0% |
| Participant deferral / active EE | $6,827 | $6,404+6.6% | $7,758-12.0% | $4,125+65.5% |
| Admin fee / account holder | $10,430 | $6,975+49.5% | $10,762-3.1% | $5,651+84.6% |