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 9-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 | $265,598 | $87,013+205.2% | $106,213+150.1% | $80,856+228.5% |
| Participation rate | 79.5% | 70.4%+9.1pp | 75.3%+4.3pp | 67.6%+11.9pp |
| Annual return | 18.50% | 17.05%+1.5pp | 116.14%-97.6pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,743 | $2,395+56.3% | $3,171+18.0% | $2,755+35.9% |
| Participant deferral / active EE | $5,792 | $3,986+45.3% | $5,016+15.5% | $4,296+34.8% |
| Admin fee / account holder | $11,850 | $8,431+40.6% | $11,033+7.4% | $6,918+71.3% |