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 | $289,566 | $95,803+202.3% | $113,168+155.9% | $84,808+241.4% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 16.55% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,790 | $2,360+60.6% | $2,975+27.4% | $2,631+44.1% |
| Participant deferral / active EE | $10,829 | $4,242+155.3% | $5,107+112.1% | $4,212+157.1% |
| Admin fee / account holder | $10,030 | $8,989+11.6% | $12,068-16.9% | $7,344+36.6% |