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 | $434,838 | $109,413+297.4% | $156,263+178.3% | $84,808+412.7% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 13.72% | 20.18%-6.5pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $8,036 | $2,907+176.4% | $4,333+85.5% | $2,631+205.4% |
| Participant deferral / active EE | $12,173 | $4,590+165.2% | $6,158+97.7% | $4,212+189.0% |
| Admin fee / account holder | $2,463 | $9,357-73.7% | $14,255-82.7% | $7,344-66.5% |