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 | $352,862 | $81,248+334.3% | $155,509+126.9% | $80,856+336.4% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.1pp | 67.6%+22.6pp |
| Annual return | 12.55% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $9,899 | $3,100+219.3% | $4,672+111.9% | $2,755+259.3% |
| Participant deferral / active EE | $10,990 | $3,452+218.4% | $5,626+95.3% | $4,296+155.8% |
| Admin fee / account holder | $18,595 | $7,997+132.5% | $15,912+16.9% | $6,918+168.8% |