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 | $290,806 | $86,929+234.5% | $102,423+183.9% | $80,856+259.7% |
| Participation rate | 98.7% | 72.4%+26.3pp | 76.5%+22.2pp | 67.6%+31.0pp |
| Annual return | 17.03% | 18.88%-1.9pp | 29.32%-12.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $7,394 | $2,369+212.1% | $3,023+144.6% | $2,755+168.4% |
| Participant deferral / active EE | $9,622 | $4,118+133.6% | $5,053+90.4% | $4,296+124.0% |
| Admin fee / account holder | $4,870 | $8,049-39.5% | $9,451-48.5% | $6,918-29.6% |