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 | $335,995 | $80,717+316.3% | $154,803+117.0% | $84,808+296.2% |
| Participation rate | 95.7% | 66.8%+28.9pp | 78.1%+17.7pp | 68.3%+27.4pp |
| Annual return | 21.46% | 37.96%-16.5pp | 58.88%-37.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $7,715 | $2,761+179.4% | $4,305+79.2% | $2,631+193.3% |
| Participant deferral / active EE | $6,542 | $3,303+98.1% | $5,540+18.1% | $4,212+55.3% |
| Admin fee / account holder | $2,405 | $6,746-64.3% | $14,329-83.2% | $7,344-67.3% |