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 | $326,863 | $109,881+197.5% | $150,045+117.8% | $84,808+285.4% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 16.82% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $13,851 | $3,561+289.0% | $4,693+195.1% | $2,631+426.5% |
| Participant deferral / active EE | $15,382 | $6,636+131.8% | $7,997+92.3% | $4,212+265.2% |
| Admin fee / account holder | $3,273 | $8,568-61.8% | $13,435-75.6% | $7,344-55.4% |