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 | $393,308 | $80,717+387.3% | $154,803+154.1% | $84,808+363.8% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.2pp | 68.3%+27.0pp |
| Annual return | 17.41% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $15,218 | $2,761+451.1% | $4,305+253.5% | $2,631+478.4% |
| Participant deferral / active EE | $23,271 | $3,303+604.5% | $5,540+320.0% | $4,212+452.5% |
| Admin fee / account holder | $7,958 | $6,746+18.0% | $14,329-44.5% | $7,344+8.4% |