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 | $322,582 | $138,347+133.2% | $184,203+75.1% | $80,856+299.0% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+10.0pp | 67.6%+29.1pp |
| Annual return | 13.62% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $9,248 | $4,850+90.7% | $6,427+43.9% | $2,755+235.7% |
| Participant deferral / active EE | $21,185 | $7,071+199.6% | $9,131+132.0% | $4,296+393.2% |
| Admin fee / account holder | $33,664 | $10,483+221.1% | $13,901+142.2% | $6,918+386.6% |