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 | $286,945 | $80,717+255.5% | $154,803+85.4% | $84,808+238.3% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+20.0pp | 68.3%+29.7pp |
| Annual return | 17.57% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $10,868 | $2,761+293.6% | $4,305+152.4% | $2,631+313.1% |
| Participant deferral / active EE | $7,089 | $3,303+114.6% | $5,540+28.0% | $4,212+68.3% |
| Admin fee / account holder | $3,646 | $6,746-46.0% | $14,329-74.6% | $7,344-50.4% |