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 | $303,182 | $81,460+272.2% | $103,333+193.4% | $80,856+275.0% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 11.26% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $11,517 | $3,105+270.9% | $3,868+197.8% | $2,755+318.1% |
| Participant deferral / active EE | $11,105 | $3,869+187.0% | $5,057+119.6% | $4,296+158.5% |
| Admin fee / account holder | $21,435 | $6,566+226.4% | $8,355+156.6% | $6,918+209.8% |