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 | $323,306 | $71,050+355.0% | $93,606+245.4% | $80,856+299.9% |
| Participation rate | 94.3% | 60.4%+33.9pp | 68.7%+25.6pp | 67.6%+26.6pp |
| Annual return | 18.81% | 11.26%+7.5pp | 133.20%-114.4pp | 35.59%-16.8pp |
| Employer contribution / active EE | $5,188 | $1,564+231.8% | $2,420+114.4% | $2,755+88.3% |
| Participant deferral / active EE | $7,554 | $4,034+87.3% | $4,411+71.2% | $4,296+75.8% |
| Admin fee / account holder | $37,642 | $6,945+442.0% | $8,285+354.3% | $6,918+444.1% |