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 | $310,176 | $95,803+223.8% | $113,168+174.1% | $84,808+265.7% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 12.86% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,317 | $2,360+82.9% | $2,975+45.1% | $2,631+64.1% |
| Participant deferral / active EE | $11,931 | $4,242+181.3% | $5,107+133.6% | $4,212+183.3% |
| Admin fee / account holder | $23,992 | $8,989+166.9% | $12,068+98.8% | $7,344+226.7% |