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 | $263,059 | $81,460+222.9% | $103,333+154.6% | $80,856+225.3% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 13.29% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,150 | $3,105+65.9% | $3,868+33.2% | $2,755+87.0% |
| Participant deferral / active EE | $10,558 | $3,869+172.9% | $5,057+108.8% | $4,296+145.8% |
| Admin fee / account holder | $6,017 | $6,566-8.4% | $8,355-28.0% | $6,918-13.0% |