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 | $301,257 | $87,733+243.4% | $106,548+182.7% | $85,850+250.9% |
| Participation rate | 89.7% | 71.9%+17.8pp | 76.1%+13.6pp | 69.3%+20.4pp |
| Annual return | 11.73% | 21.86%-10.1pp | 26.80%-15.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $6,912 | $2,073+233.4% | $2,819+145.2% | $2,565+169.5% |
| Participant deferral / active EE | $6,608 | $3,469+90.5% | $4,398+50.3% | $3,952+67.2% |
| Admin fee / account holder | $9,440 | $6,767+39.5% | $7,407+27.4% | $6,260+50.8% |