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 | $332,222 | $100,326+231.1% | $180,183+84.4% | $84,808+291.7% |
| Participation rate | 82.9% | 71.0%+11.9pp | 77.4%+5.4pp | 68.3%+14.5pp |
| Annual return | 15.05% | 17.86%-2.8pp | 27.86%-12.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,435 | $3,269+66.2% | $5,039+7.9% | $2,631+106.6% |
| Participant deferral / active EE | $9,040 | $5,066+78.5% | $6,822+32.5% | $4,212+114.7% |
| Admin fee / account holder | $11,598 | $9,674+19.9% | $19,975-41.9% | $7,344+57.9% |