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 | $274,493 | $101,724+169.8% | $164,813+66.5% | $80,856+239.5% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.6%+25.9pp |
| Annual return | 16.20% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $8,359 | $2,953+183.0% | $4,341+92.6% | $2,755+203.4% |
| Participant deferral / active EE | $4,514 | $4,477+0.8% | $6,031-25.2% | $4,296+5.1% |
| Admin fee / account holder | $5,951 | $8,227-27.7% | $12,690-53.1% | $6,918-14.0% |