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 | $307,558 | $91,552+235.9% | $133,956+129.6% | $79,858+285.1% |
| Participation rate | 82.1% | 73.3%+8.7pp | 79.8%+2.2pp | 69.6%+12.4pp |
| Annual return | 14.88% | 61.85%-47.0pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $10,732 | $2,384+350.3% | $3,919+173.9% | $2,471+334.4% |
| Participant deferral / active EE | $8,674 | $3,733+132.3% | $5,048+71.8% | $3,740+131.9% |
| Admin fee / account holder | $4,579 | $6,321-27.6% | $8,927-48.7% | $5,306-13.7% |