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 | $288,677 | $109,881+162.7% | $150,045+92.4% | $84,808+240.4% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 14.55% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $9,830 | $3,561+176.0% | $4,693+109.4% | $2,631+273.6% |
| Participant deferral / active EE | $12,088 | $6,636+82.2% | $7,997+51.2% | $4,212+187.0% |
| Admin fee / account holder | $2,134 | $8,568-75.1% | $13,435-84.1% | $7,344-70.9% |