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 | $257,465 | $87,013+195.9% | $106,213+142.4% | $80,856+218.4% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.3%+22.3pp | 67.6%+30.0pp |
| Annual return | 11.48% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $5,897 | $2,395+146.2% | $3,171+85.9% | $2,755+114.1% |
| Participant deferral / active EE | $6,495 | $3,986+63.0% | $5,016+29.5% | $4,296+51.2% |
| Admin fee / account holder | $2,344 | $8,431-72.2% | $11,033-78.8% | $6,918-66.1% |