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 | $420,399 | $86,929+383.6% | $102,423+310.5% | $80,856+419.9% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 13.11% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $8,202 | $2,369+246.2% | $3,023+171.3% | $2,755+197.7% |
| Participant deferral / active EE | $7,071 | $4,118+71.7% | $5,053+39.9% | $4,296+64.6% |
| Admin fee / account holder | $1,314 | $8,049-83.7% | $9,451-86.1% | $6,918-81.0% |