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 | $323,008 | $109,881+194.0% | $150,045+115.3% | $84,808+280.9% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 14.95% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $9,666 | $3,561+171.4% | $4,693+106.0% | $2,631+267.4% |
| Participant deferral / active EE | $11,680 | $6,636+76.0% | $7,997+46.1% | $4,212+177.3% |
| Admin fee / account holder | $18,632 | $8,568+117.5% | $13,435+38.7% | $7,344+153.7% |