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 | $345,694 | $81,248+325.5% | $155,509+122.3% | $80,856+327.5% |
| Participation rate | 85.1% | 66.2%+18.9pp | 78.2%+6.9pp | 67.6%+17.5pp |
| Annual return | 14.23% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $12,034 | $3,100+288.2% | $4,672+157.6% | $2,755+336.8% |
| Participant deferral / active EE | $6,854 | $3,452+98.6% | $5,626+21.8% | $4,296+59.6% |
| Admin fee / account holder | $13,788 | $7,997+72.4% | $15,912-13.3% | $6,918+99.3% |