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 | $371,739 | $81,460+356.3% | $103,333+259.7% | $80,856+359.8% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 10.78% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $27,039 | $3,105+770.8% | $3,868+599.1% | $2,755+881.5% |
| Participant deferral / active EE | $4,492 | $3,869+16.1% | $5,057-11.2% | $4,296+4.6% |
| Admin fee / account holder | $15,721 | $6,566+139.4% | $8,355+88.2% | $6,918+127.2% |