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 | $254,329 | $109,881+131.5% | $150,045+69.5% | $84,808+199.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 18.36% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $9,866 | $3,561+177.0% | $4,693+110.2% | $2,631+275.0% |
| Participant deferral / active EE | $10,311 | $6,636+55.4% | $7,997+28.9% | $4,212+144.8% |
| Admin fee / account holder | $4,011 | $8,568-53.2% | $13,435-70.1% | $7,344-45.4% |