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 | $288,515 | $109,881+162.6% | $150,045+92.3% | $84,808+240.2% |
| Participation rate | 76.1% | 76.1%0pp | 82.3%-6.2pp | 68.3%+7.8pp |
| Annual return | 18.93% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $7,466 | $3,561+109.6% | $4,693+59.1% | $2,631+183.8% |
| Participant deferral / active EE | $11,568 | $6,636+74.3% | $7,997+44.7% | $4,212+174.7% |
| Admin fee / account holder | $7,360 | $8,568-14.1% | $13,435-45.2% | $7,344+0.2% |