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 | $303,314 | $109,881+176.0% | $150,045+102.1% | $84,808+257.6% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 14.51% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,168 | $3,561+101.3% | $4,693+52.7% | $2,631+172.4% |
| Participant deferral / active EE | $9,018 | $6,636+35.9% | $7,997+12.8% | $4,212+114.1% |
| Admin fee / account holder | $8,160 | $8,568-4.8% | $13,435-39.3% | $7,344+11.1% |