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 | $278,417 | $68,719+305.2% | $91,541+204.1% | $84,808+228.3% |
| Participation rate | 96.9% | 64.5%+32.4pp | 69.8%+27.1pp | 68.3%+28.6pp |
| Annual return | 14.81% | 19.12%-4.3pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,974 | $1,920+107.0% | $2,505+58.7% | $2,631+51.1% |
| Participant deferral / active EE | $8,211 | $3,136+161.9% | $4,008+104.9% | $4,212+95.0% |
| Admin fee / account holder | $13,471 | $5,786+132.8% | $6,956+93.6% | $7,344+83.4% |