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 | $288,582 | $95,803+201.2% | $113,168+155.0% | $84,808+240.3% |
| Participation rate | 93.8% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.5pp |
| Annual return | 14.53% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,803 | $2,360+103.5% | $2,975+61.4% | $2,631+82.6% |
| Participant deferral / active EE | $10,666 | $4,242+151.4% | $5,107+108.9% | $4,212+153.3% |
| Admin fee / account holder | $35,125 | $8,989+290.8% | $12,068+191.1% | $7,344+378.3% |