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 | $282,426 | $100,326+181.5% | $180,183+56.7% | $84,808+233.0% |
| Participation rate | 98.1% | 71.0%+27.1pp | 77.4%+20.7pp | 68.3%+29.8pp |
| Annual return | 24.47% | 17.86%+6.6pp | 27.86%-3.4pp | 40.90%-16.4pp |
| Employer contribution / active EE | $9,733 | $3,269+197.7% | $5,039+93.2% | $2,631+269.9% |
| Participant deferral / active EE | $13,506 | $5,066+166.6% | $6,822+98.0% | $4,212+220.7% |
| Admin fee / account holder | $5,566 | $9,674-42.5% | $19,975-72.1% | $7,344-24.2% |