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 | $323,497 | $101,724+218.0% | $164,813+96.3% | $80,856+300.1% |
| Participation rate | 94.7% | 71.8%+22.9pp | 78.6%+16.1pp | 67.6%+27.1pp |
| Annual return | 12.92% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $9,613 | $2,953+225.5% | $4,341+121.5% | $2,755+249.0% |
| Participant deferral / active EE | $8,520 | $4,477+90.3% | $6,031+41.3% | $4,296+98.3% |
| Admin fee / account holder | $5,981 | $8,227-27.3% | $12,690-52.9% | $6,918-13.6% |