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 | $370,404 | $80,717+358.9% | $154,803+139.3% | $84,808+336.8% |
| Participation rate | 73.3% | 66.8%+6.5pp | 78.1%-4.7pp | 68.3%+5.0pp |
| Annual return | 15.76% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,802 | $2,761+73.9% | $4,305+11.5% | $2,631+82.5% |
| Participant deferral / active EE | $6,913 | $3,303+109.3% | $5,540+24.8% | $4,212+64.2% |
| Admin fee / account holder | $14,894 | $6,746+120.8% | $14,329+3.9% | $7,344+102.8% |