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 | $322,830 | $148,978+116.7% | $200,582+60.9% | $84,808+280.7% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 15.64% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,022 | $4,815+25.1% | $6,419-6.2% | $2,631+128.9% |
| Participant deferral / active EE | $18,234 | $7,142+155.3% | $9,331+95.4% | $4,212+333.0% |
| Admin fee / account holder | $3,269 | $13,977-76.6% | $16,305-79.9% | $7,344-55.5% |