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 | $347,955 | $81,460+327.1% | $103,333+236.7% | $80,856+330.3% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 19.56% | 25.55%-6.0pp | 24.88%-5.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $7,804 | $3,105+151.3% | $3,868+101.8% | $2,755+183.3% |
| Participant deferral / active EE | $7,141 | $3,869+84.6% | $5,057+41.2% | $4,296+66.2% |
| Admin fee / account holder | $2,951 | $6,566-55.1% | $8,355-64.7% | $6,918-57.3% |