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 | $351,539 | $89,753+291.7% | $107,525+226.9% | $84,808+314.5% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 19.57% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,739 | $3,113+20.1% | $3,754-0.4% | $2,631+42.1% |
| Participant deferral / active EE | $10,552 | $4,056+160.2% | $5,116+106.3% | $4,212+150.6% |
| Admin fee / account holder | $16,491 | $7,222+128.3% | $8,919+84.9% | $7,344+124.6% |