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 | $343,238 | $80,717+325.2% | $154,803+121.7% | $84,808+304.7% |
| Participation rate | 81.7% | 66.8%+14.9pp | 78.1%+3.6pp | 68.3%+13.4pp |
| Annual return | 35.24% | 37.96%-2.7pp | 58.88%-23.6pp | 40.90%-5.7pp |
| Employer contribution / active EE | $10,483 | $2,761+279.6% | $4,305+143.5% | $2,631+298.4% |
| Participant deferral / active EE | $6,841 | $3,303+107.1% | $5,540+23.5% | $4,212+62.4% |
| Admin fee / account holder | $1,282 | $6,746-81.0% | $14,329-91.1% | $7,344-82.5% |