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 | $390,201 | $148,978+161.9% | $200,582+94.5% | $84,808+360.1% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 16.14% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,907 | $4,815+147.3% | $6,419+85.5% | $2,631+352.6% |
| Participant deferral / active EE | $8,131 | $7,142+13.8% | $9,331-12.9% | $4,212+93.1% |
| Admin fee / account holder | $42,403 | $13,977+203.4% | $16,305+160.1% | $7,344+477.4% |