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 | $329,301 | $81,248+305.3% | $155,509+111.8% | $80,856+307.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 14.86% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $19,972 | $3,100+544.2% | $4,672+327.4% | $2,755+625.0% |
| Participant deferral / active EE | $17,254 | $3,452+399.9% | $5,626+206.7% | $4,296+301.7% |
| Admin fee / account holder | $342 | $7,997-95.7% | $15,912-97.8% | $6,918-95.1% |