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 | $283,547 | $74,927+278.4% | $101,794+178.6% | $84,808+234.3% |
| Participation rate | 90.3% | 61.4%+28.9pp | 69.2%+21.1pp | 68.3%+22.0pp |
| Annual return | 12.94% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,849 | $1,522+87.2% | $2,289+24.5% | $2,631+8.3% |
| Participant deferral / active EE | $7,120 | $3,099+129.7% | $4,084+74.3% | $4,212+69.1% |
| Admin fee / account holder | $24,186 | $6,514+271.3% | $8,777+175.6% | $7,344+229.3% |