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 | $293,022 | $93,571+213.2% | $135,903+115.6% | $75,163+289.8% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 15.58% | 30.90%-15.3pp | 68.23%-52.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $6,830 | $3,537+93.1% | $4,856+40.6% | $2,670+155.8% |
| Participant deferral / active EE | $14,431 | $6,404+125.3% | $7,758+86.0% | $4,125+249.8% |
| Admin fee / account holder | $10,772 | $6,975+54.4% | $10,762+0.1% | $5,651+90.6% |