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 | $333,870 | $86,929+284.1% | $102,423+226.0% | $80,856+312.9% |
| Participation rate | 98.2% | 72.4%+25.9pp | 76.5%+21.8pp | 67.6%+30.6pp |
| Annual return | 12.88% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $11,070 | $2,369+367.2% | $3,023+266.2% | $2,755+301.9% |
| Participant deferral / active EE | $12,099 | $4,118+193.8% | $5,053+139.4% | $4,296+181.6% |
| Admin fee / account holder | $13,561 | $8,049+68.5% | $9,451+43.5% | $6,918+96.0% |