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 | $308,282 | $123,793+149.0% | $177,821+73.4% | $79,858+286.0% |
| Participation rate | 88.6% | 84.7%+4.0pp | 87.7%+0.9pp | 69.6%+19.0pp |
| Annual return | 12.84% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $14,411 | $4,095+251.9% | $5,918+143.5% | $2,471+483.3% |
| Participant deferral / active EE | $15,181 | $5,956+154.9% | $7,714+96.8% | $3,740+305.9% |
| Admin fee / account holder | $82,031 | $7,243+1032.6% | $12,427+560.1% | $5,306+1445.9% |