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 | $273,678 | $80,717+239.1% | $154,803+76.8% | $84,808+222.7% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 15.02% | 37.96%-22.9pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $13,353 | $2,761+383.6% | $4,305+210.1% | $2,631+407.5% |
| Participant deferral / active EE | $8,297 | $3,303+151.2% | $5,540+49.7% | $4,212+97.0% |
| Admin fee / account holder | $14,338 | $6,746+112.6% | $14,329+0.1% | $7,344+95.2% |