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 | $372,217 | $93,571+297.8% | $135,903+173.9% | $75,163+395.2% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 17.08% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $9,493 | $3,537+168.4% | $4,856+95.5% | $2,670+255.6% |
| Participant deferral / active EE | $14,847 | $6,404+131.8% | $7,758+91.4% | $4,125+259.9% |
| Admin fee / account holder | $11,604 | $6,975+66.4% | $10,762+7.8% | $5,651+105.3% |