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 | $353,576 | $77,899+353.9% | $149,673+136.2% | $75,163+370.4% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 17.25% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $14,490 | $3,137+361.9% | $4,818+200.8% | $2,670+442.7% |
| Participant deferral / active EE | $7,717 | $3,411+126.2% | $5,680+35.9% | $4,125+87.1% |
| Admin fee / account holder | $7,098 | $5,956+19.2% | $13,210-46.3% | $5,651+25.6% |