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 | $335,715 | $80,717+315.9% | $154,803+116.9% | $84,808+295.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.4pp | 68.3%+25.2pp |
| Annual return | 18.67% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $13,259 | $2,761+380.2% | $4,305+208.0% | $2,631+404.0% |
| Participant deferral / active EE | $8,135 | $3,303+146.3% | $5,540+46.8% | $4,212+93.2% |
| Admin fee / account holder | $28,884 | $6,746+328.2% | $14,329+101.6% | $7,344+293.3% |