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 | $326,785 | $80,717+304.9% | $154,803+111.1% | $84,808+285.3% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 15.74% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $16,073 | $2,761+482.1% | $4,305+273.3% | $2,631+510.9% |
| Participant deferral / active EE | $9,424 | $3,303+185.3% | $5,540+70.1% | $4,212+123.8% |
| Admin fee / account holder | $8,249 | $6,746+22.3% | $14,329-42.4% | $7,344+12.3% |