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 | $320,265 | $93,571+242.3% | $135,903+135.7% | $75,163+326.1% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 15.80% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $10,890 | $3,537+207.9% | $4,856+124.3% | $2,670+307.9% |
| Participant deferral / active EE | $5,186 | $6,404-19.0% | $7,758-33.2% | $4,125+25.7% |
| Admin fee / account holder | $5,608 | $6,975-19.6% | $10,762-47.9% | $5,651-0.8% |