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 7-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 | $313,468 | $68,547+357.3% | $120,354+160.5% | $80,856+287.7% |
| Participation rate | 96.0% | 61.6%+34.4pp | 71.9%+24.1pp | 67.6%+28.4pp |
| Annual return | 17.86% | 23.60%-5.7pp | 107.15%-89.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,420 | $2,051+164.2% | $3,463+56.5% | $2,755+96.8% |
| Participant deferral / active EE | $13,477 | $3,173+324.7% | $4,991+170.0% | $4,296+213.7% |
| Admin fee / account holder | $12,211 | $5,732+113.0% | $9,423+29.6% | $6,918+76.5% |