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 | $276,246 | $81,248+240.0% | $155,509+77.6% | $80,856+241.6% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 13.36% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $16,049 | $3,100+417.7% | $4,672+243.5% | $2,755+482.6% |
| Participant deferral / active EE | $11,132 | $3,452+222.5% | $5,626+97.9% | $4,296+159.1% |
| Admin fee / account holder | $31,802 | $7,997+297.7% | $15,912+99.9% | $6,918+359.7% |