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 | $359,504 | $109,881+227.2% | $150,045+139.6% | $84,808+323.9% |
| Participation rate | 83.6% | 76.1%+7.6pp | 82.3%+1.3pp | 68.3%+15.3pp |
| Annual return | 15.99% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,793 | $3,561+6.5% | $4,693-19.2% | $2,631+44.2% |
| Participant deferral / active EE | $7,341 | $6,636+10.6% | $7,997-8.2% | $4,212+74.3% |
| Admin fee / account holder | $26,422 | $8,568+208.4% | $13,435+96.7% | $7,344+259.8% |