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 | $342,344 | $138,347+147.5% | $184,203+85.9% | $80,856+323.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.35% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $9,239 | $4,850+90.5% | $6,427+43.8% | $2,755+235.4% |
| Participant deferral / active EE | $15,857 | $7,071+124.3% | $9,131+73.7% | $4,296+269.1% |
| Admin fee / account holder | $30,970 | $10,483+195.4% | $13,901+122.8% | $6,918+347.7% |