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 | $385,273 | $117,841+226.9% | $102,423+276.2% | $145,922+164.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 14.94% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $7,553 | $3,615+108.9% | $3,023+149.8% | $4,660+62.1% |
| Participant deferral / active EE | $9,654 | $5,731+68.5% | $5,053+91.1% | $6,688+44.4% |
| Admin fee / account holder | $13,141 | $13,326-1.4% | $9,451+39.0% | $13,397-1.9% |