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 | $310,260 | $80,968+283.2% | $96,544+221.4% | $75,163+312.8% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 15.57% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $17,424 | $2,282+663.6% | $2,965+487.7% | $2,670+552.6% |
| Participant deferral / active EE | $8,418 | $3,928+114.3% | $4,851+73.5% | $4,125+104.1% |
| Admin fee / account holder | $1,666 | $6,724-75.2% | $8,252-79.8% | $5,651-70.5% |