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 6-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 | $346,976 | $109,881+215.8% | $150,045+131.2% | $84,808+309.1% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 16.77% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $13,106 | $3,561+268.0% | $4,693+179.3% | $2,631+398.1% |
| Participant deferral / active EE | $15,784 | $6,636+137.9% | $7,997+97.4% | $4,212+274.8% |
| Admin fee / account holder | $9,511 | $8,568+11.0% | $13,435-29.2% | $7,344+29.5% |