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 | $338,302 | $101,724+232.6% | $164,813+105.3% | $80,856+318.4% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 14.56% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,784 | $2,953-39.6% | $4,341-58.9% | $2,755-35.3% |
| Participant deferral / active EE | $9,235 | $4,477+106.3% | $6,031+53.1% | $4,296+115.0% |
| Admin fee / account holder | $10,065 | $8,227+22.3% | $12,690-20.7% | $6,918+45.5% |