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 | $299,329 | $109,413+173.6% | $156,263+91.6% | $84,808+253.0% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 14.36% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $8,546 | $2,907+194.0% | $4,333+97.2% | $2,631+224.8% |
| Participant deferral / active EE | $6,634 | $4,590+44.6% | $6,158+7.7% | $4,212+57.5% |
| Admin fee / account holder | $30,745 | $9,357+228.6% | $14,255+115.7% | $7,344+318.7% |