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 | $294,688 | $109,881+168.2% | $150,045+96.4% | $84,808+247.5% |
| Participation rate | 95.2% | 76.1%+19.1pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 16.97% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,815 | $3,561+147.5% | $4,693+87.8% | $2,631+235.0% |
| Participant deferral / active EE | $37,821 | $6,636+469.9% | $7,997+372.9% | $4,212+798.0% |
| Admin fee / account holder | $9,135 | $8,568+6.6% | $13,435-32.0% | $7,344+24.4% |