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 | $368,001 | $102,605+258.7% | $145,661+152.6% | $84,808+333.9% |
| Participation rate | 96.1% | 74.3%+21.8pp | 77.2%+18.9pp | 68.3%+27.8pp |
| Annual return | 16.07% | 26.50%-10.4pp | 101.46%-85.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,987 | $3,325+50.0% | $4,238+17.7% | $2,631+89.6% |
| Participant deferral / active EE | $13,646 | $5,750+137.3% | $7,198+89.6% | $4,212+224.0% |
| Admin fee / account holder | $7,583 | $8,758-13.4% | $12,466-39.2% | $7,344+3.3% |