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 | $309,641 | $109,881+181.8% | $150,045+106.4% | $84,808+265.1% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 20.07% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $9,545 | $3,561+168.0% | $4,693+103.4% | $2,631+262.8% |
| Participant deferral / active EE | $8,630 | $6,636+30.1% | $7,997+7.9% | $4,212+104.9% |
| Admin fee / account holder | $7,874 | $8,568-8.1% | $13,435-41.4% | $7,344+7.2% |