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 | $332,782 | $79,944+316.3% | $98,439+238.1% | $75,163+342.7% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.2%+17.4pp | 67.2%+25.4pp |
| Annual return | 19.52% | 19.75%-0.2pp | 21.16%-1.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $10,545 | $2,264+365.8% | $3,048+245.9% | $2,670+295.0% |
| Participant deferral / active EE | $11,813 | $3,752+214.9% | $4,738+149.3% | $4,125+186.4% |
| Admin fee / account holder | $608 | $6,840-91.1% | $8,948-93.2% | $5,651-89.2% |