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 | $340,800 | $93,571+264.2% | $135,903+150.8% | $75,163+353.4% |
| Participation rate | 97.8% | 75.2%+22.7pp | 81.9%+15.9pp | 67.2%+30.7pp |
| Annual return | 15.33% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $31,794 | $3,537+799.0% | $4,856+554.7% | $2,670+1090.9% |
| Participant deferral / active EE | $15,917 | $6,404+148.5% | $7,758+105.2% | $4,125+285.9% |
| Admin fee / account holder | $10,624 | $6,975+52.3% | $10,762-1.3% | $5,651+88.0% |