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 | $317,062 | $80,717+292.8% | $154,803+104.8% | $84,808+273.9% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 14.71% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,813 | $2,761+1.9% | $4,305-34.7% | $2,631+6.9% |
| Participant deferral / active EE | $5,842 | $3,303+76.9% | $5,540+5.4% | $4,212+38.7% |
| Admin fee / account holder | $8,948 | $6,746+32.7% | $14,329-37.6% | $7,344+21.8% |