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 | $386,765 | $107,452+259.9% | $91,541+322.5% | $142,382+171.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 15.69% | 22.06%-6.4pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,788 | $2,994+126.7% | $2,505+171.0% | $4,299+57.9% |
| Participant deferral / active EE | $12,600 | $4,754+165.0% | $4,008+214.4% | $6,507+93.6% |
| Admin fee / account holder | $18,553 | $8,834+110.0% | $6,956+166.7% | $12,624+47.0% |