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 | $349,128 | $109,881+217.7% | $150,045+132.7% | $84,808+311.7% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 14.67% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $9,485 | $3,561+166.3% | $4,693+102.1% | $2,631+260.5% |
| Participant deferral / active EE | $14,110 | $6,636+112.6% | $7,997+76.4% | $4,212+235.0% |
| Admin fee / account holder | $70,531 | $8,568+723.2% | $13,435+425.0% | $7,344+860.4% |