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 | $258,673 | $109,413+136.4% | $156,263+65.5% | $84,808+205.0% |
| Participation rate | 87.9% | 72.7%+15.2pp | 78.9%+9.0pp | 68.3%+19.6pp |
| Annual return | 14.28% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,233 | $2,907+114.4% | $4,333+43.9% | $2,631+136.9% |
| Participant deferral / active EE | $4,812 | $4,590+4.8% | $6,158-21.9% | $4,212+14.3% |
| Admin fee / account holder | $21,898 | $9,357+134.0% | $14,255+53.6% | $7,344+198.2% |