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 | $364,911 | $80,717+352.1% | $154,803+135.7% | $84,808+330.3% |
| Participation rate | 93.6% | 66.8%+26.8pp | 78.1%+15.5pp | 68.3%+25.3pp |
| Annual return | 16.42% | 37.96%-21.5pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $8,984 | $2,761+225.3% | $4,305+108.7% | $2,631+241.5% |
| Participant deferral / active EE | $7,204 | $3,303+118.1% | $5,540+30.0% | $4,212+71.1% |
| Admin fee / account holder | $665 | $6,746-90.1% | $14,329-95.4% | $7,344-90.9% |