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 | $338,352 | $89,355+278.7% | $141,162+139.7% | $72,985+363.6% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 21.39% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $12,291 | $3,114+294.6% | $4,735+159.6% | $2,440+403.8% |
| Participant deferral / active EE | $14,399 | $5,418+165.8% | $6,709+114.6% | $3,607+299.2% |
| Admin fee / account holder | $6,441 | $5,958+8.1% | $10,261-37.2% | $5,124+25.7% |