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 | $279,428 | $46,869+496.2% | $122,332+128.4% | $70,131+298.4% |
| Participation rate | 94.8% | 58.2%+36.6pp | 71.6%+23.2pp | 69.5%+25.3pp |
| Annual return | 16.75% | 24.22%-7.5pp | 30.27%-13.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $6,909 | $1,288+436.5% | $4,050+70.6% | $2,342+195.0% |
| Participant deferral / active EE | $9,042 | $2,166+317.4% | $3,287+175.1% | $3,332+171.4% |
| Admin fee / account holder | $6,793 | $3,322+104.5% | $5,478+24.0% | $4,645+46.2% |