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 | $345,760 | $109,413+216.0% | $156,263+121.3% | $84,808+307.7% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 12.50% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,092 | $2,907-62.4% | $4,333-74.8% | $2,631-58.5% |
| Participant deferral / active EE | $8,912 | $4,590+94.2% | $6,158+44.7% | $4,212+111.6% |
| Admin fee / account holder | $20,914 | $9,357+123.5% | $14,255+46.7% | $7,344+184.8% |