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 7-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 | $383,158 | $123,793+209.5% | $177,821+115.5% | $79,858+379.8% |
| Participation rate | 97.6% | 84.7%+12.9pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 19.64% | 22.82%-3.2pp | 48.32%-28.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $11,555 | $4,095+182.2% | $5,918+95.2% | $2,471+367.7% |
| Participant deferral / active EE | $16,523 | $5,956+177.4% | $7,714+114.2% | $3,740+341.8% |
| Admin fee / account holder | $34,491 | $7,243+376.2% | $12,427+177.5% | $5,306+550.0% |