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 | $312,228 | $81,460+283.3% | $103,333+202.2% | $80,856+286.2% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 18.15% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $6,303 | $3,105+103.0% | $3,868+63.0% | $2,755+128.8% |
| Participant deferral / active EE | $9,782 | $3,869+152.9% | $5,057+93.4% | $4,296+127.7% |
| Admin fee / account holder | $15,072 | $6,566+129.5% | $8,355+80.4% | $6,918+117.9% |