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 | $335,089 | $109,881+205.0% | $150,045+123.3% | $84,808+295.1% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.58% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $7,476 | $3,561+109.9% | $4,693+59.3% | $2,631+184.1% |
| Participant deferral / active EE | $14,314 | $6,636+115.7% | $7,997+79.0% | $4,212+239.9% |
| Admin fee / account holder | $3,877 | $8,568-54.8% | $13,435-71.1% | $7,344-47.2% |