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 | $315,524 | $81,460+287.3% | $103,333+205.3% | $80,856+290.2% |
| Participation rate | 70.3% | 66.8%+3.4pp | 74.5%-4.2pp | 67.6%+2.6pp |
| Annual return | 12.85% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,806 | $3,105+54.8% | $3,868+24.3% | $2,755+74.5% |
| Participant deferral / active EE | $10,645 | $3,869+175.2% | $5,057+110.5% | $4,296+147.8% |
| Admin fee / account holder | $45,895 | $6,566+598.9% | $8,355+449.3% | $6,918+563.4% |