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 | $258,222 | $109,413+136.0% | $156,263+65.2% | $84,808+204.5% |
| Participation rate | 92.8% | 72.7%+20.1pp | 78.9%+13.8pp | 68.3%+24.4pp |
| Annual return | 14.42% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,392 | $2,907+51.1% | $4,333+1.4% | $2,631+67.0% |
| Participant deferral / active EE | $11,718 | $4,590+155.3% | $6,158+90.3% | $4,212+178.2% |
| Admin fee / account holder | $7,328 | $9,357-21.7% | $14,255-48.6% | $7,344-0.2% |