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 | $377,215 | $109,413+244.8% | $156,263+141.4% | $84,808+344.8% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 12.75% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,692 | $2,907+27.0% | $4,333-14.8% | $2,631+40.3% |
| Participant deferral / active EE | $11,455 | $4,590+149.6% | $6,158+86.0% | $4,212+172.0% |
| Admin fee / account holder | $46,902 | $9,357+401.3% | $14,255+229.0% | $7,344+538.7% |