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 | $306,291 | $86,929+252.3% | $102,423+199.0% | $80,856+278.8% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 18.66% | 18.88%-0.2pp | 29.32%-10.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $8,076 | $2,369+240.9% | $3,023+167.1% | $2,755+193.2% |
| Participant deferral / active EE | $10,550 | $4,118+156.2% | $5,053+108.8% | $4,296+145.6% |
| Admin fee / account holder | $2,783 | $8,049-65.4% | $9,451-70.6% | $6,918-59.8% |