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 | $298,794 | $81,460+266.8% | $103,333+189.2% | $80,856+269.5% |
| Participation rate | 85.0% | 66.8%+18.2pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 11.09% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $8,226 | $3,105+164.9% | $3,868+112.7% | $2,755+198.6% |
| Participant deferral / active EE | $9,046 | $3,869+133.8% | $5,057+78.9% | $4,296+110.6% |
| Admin fee / account holder | $35,115 | $6,566+434.8% | $8,355+320.3% | $6,918+407.6% |