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 | $327,536 | $86,929+276.8% | $102,423+219.8% | $80,856+305.1% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 10.46% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $24,453 | $2,369+932.1% | $3,023+708.8% | $2,755+787.7% |
| Participant deferral / active EE | $9,149 | $4,118+122.2% | $5,053+81.1% | $4,296+113.0% |
| Admin fee / account holder | $24,235 | $8,049+201.1% | $9,451+156.4% | $6,918+250.3% |