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 | $322,197 | $81,460+295.5% | $103,333+211.8% | $80,856+298.5% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 17.25% | 25.55%-8.3pp | 24.88%-7.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $10,336 | $3,105+232.9% | $3,868+167.2% | $2,755+275.2% |
| Participant deferral / active EE | $9,181 | $3,869+137.3% | $5,057+81.5% | $4,296+113.7% |
| Admin fee / account holder | $12,326 | $6,566+87.7% | $8,355+47.5% | $6,918+78.2% |