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 | $290,353 | $109,359+165.5% | $162,163+79.0% | $72,985+297.8% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 28.13% | 25.46%+2.7pp | 115.59%-87.5pp | 81.00%-52.9pp |
| Employer contribution / active EE | $5,012 | $3,907+28.3% | $5,614-10.7% | $2,440+105.4% |
| Participant deferral / active EE | $9,808 | $5,481+78.9% | $7,298+34.4% | $3,607+171.9% |
| Admin fee / account holder | $29,311 | $7,972+267.7% | $10,843+170.3% | $5,124+472.0% |