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 | $355,382 | $109,881+223.4% | $150,045+136.8% | $84,808+319.0% |
| Participation rate | 87.7% | 76.1%+11.6pp | 82.3%+5.3pp | 68.3%+19.4pp |
| Annual return | 14.28% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $12,785 | $3,561+259.0% | $4,693+172.4% | $2,631+385.9% |
| Participant deferral / active EE | $16,227 | $6,636+144.5% | $7,997+102.9% | $4,212+285.3% |
| Admin fee / account holder | $24,271 | $8,568+183.3% | $13,435+80.7% | $7,344+230.5% |