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 | $380,446 | $101,724+274.0% | $164,813+130.8% | $80,856+370.5% |
| Participation rate | 93.2% | 71.8%+21.4pp | 78.6%+14.6pp | 67.6%+25.5pp |
| Annual return | 14.39% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,709 | $2,953+59.4% | $4,341+8.5% | $2,755+70.9% |
| Participant deferral / active EE | $10,698 | $4,477+138.9% | $6,031+77.4% | $4,296+149.0% |
| Admin fee / account holder | $49,382 | $8,227+500.2% | $12,690+289.1% | $6,918+613.8% |