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 | $344,843 | $101,724+239.0% | $164,813+109.2% | $80,856+326.5% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 14.99% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,648 | $2,953+159.0% | $4,341+76.2% | $2,755+177.6% |
| Participant deferral / active EE | $6,842 | $4,477+52.8% | $6,031+13.4% | $4,296+59.3% |
| Admin fee / account holder | $4,243 | $8,227-48.4% | $12,690-66.6% | $6,918-38.7% |