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 | $257,767 | $60,892+323.3% | $82,389+212.9% | $84,808+203.9% |
| Participation rate | 84.9% | 63.3%+21.6pp | 69.5%+15.4pp | 68.3%+16.6pp |
| Annual return | 18.36% | 37.29%-18.9pp | 28.67%-10.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,353 | $1,779+88.4% | $2,517+33.2% | $2,631+27.4% |
| Participant deferral / active EE | $7,761 | $3,179+144.2% | $4,155+86.8% | $4,212+84.3% |
| Admin fee / account holder | $10,833 | $5,467+98.1% | $7,231+49.8% | $7,344+47.5% |