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 | $337,117 | $81,248+314.9% | $155,509+116.8% | $80,856+316.9% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 21.53% | 33.31%-11.8pp | 64.67%-43.1pp | 35.59%-14.1pp |
| Employer contribution / active EE | $21,816 | $3,100+603.7% | $4,672+366.9% | $2,755+691.9% |
| Participant deferral / active EE | $11,851 | $3,452+243.3% | $5,626+110.6% | $4,296+175.9% |
| Admin fee / account holder | $41,153 | $7,997+414.6% | $15,912+158.6% | $6,918+494.9% |