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 | $308,929 | $109,359+182.5% | $162,163+90.5% | $72,985+323.3% |
| Participation rate | 86.8% | 84.3%+2.5pp | 87.6%-0.8pp | 69.5%+17.3pp |
| Annual return | 21.42% | 25.46%-4.0pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $11,049 | $3,907+182.8% | $5,614+96.8% | $2,440+352.9% |
| Participant deferral / active EE | $13,154 | $5,481+140.0% | $7,298+80.2% | $3,607+264.6% |
| Admin fee / account holder | $43,776 | $7,972+449.1% | $10,843+303.7% | $5,124+754.3% |