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 | $320,476 | $80,717+297.0% | $154,803+107.0% | $84,808+277.9% |
| Participation rate | 70.7% | 66.8%+3.9pp | 78.1%-7.3pp | 68.3%+2.4pp |
| Annual return | 16.70% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,085 | $2,761+156.6% | $4,305+64.6% | $2,631+169.3% |
| Participant deferral / active EE | $6,187 | $3,303+87.3% | $5,540+11.7% | $4,212+46.9% |
| Admin fee / account holder | $34,479 | $6,746+411.1% | $14,329+140.6% | $7,344+369.5% |