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 | $368,109 | $74,927+391.3% | $101,794+261.6% | $84,808+334.1% |
| Participation rate | 70.1% | 61.4%+8.7pp | 69.2%+1.0pp | 68.3%+1.8pp |
| Annual return | 14.42% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,454 | $1,522+192.7% | $2,289+94.6% | $2,631+69.3% |
| Participant deferral / active EE | $9,487 | $3,099+206.1% | $4,084+132.3% | $4,212+125.3% |
| Admin fee / account holder | $11,687 | $6,514+79.4% | $8,777+33.2% | $7,344+59.1% |