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 | $377,438 | $94,625+298.9% | $116,228+224.7% | $84,808+345.1% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.6%+16.4pp | 68.3%+22.6pp |
| Annual return | 14.08% | 20.40%-6.3pp | 90.06%-76.0pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,181 | $2,347+35.6% | $2,994+6.2% | $2,631+20.9% |
| Participant deferral / active EE | $9,477 | $3,972+138.6% | $4,953+91.3% | $4,212+125.0% |
| Admin fee / account holder | $143,124 | $10,091+1318.3% | $11,989+1093.8% | $7,344+1848.9% |