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 | $285,691 | $109,881+160.0% | $150,045+90.4% | $84,808+236.9% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 17.58% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,560 | $3,561+112.3% | $4,693+61.1% | $2,631+187.3% |
| Participant deferral / active EE | $12,320 | $6,636+85.7% | $7,997+54.1% | $4,212+192.5% |
| Admin fee / account holder | $8,350 | $8,568-2.5% | $13,435-37.8% | $7,344+13.7% |