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 | $299,266 | $101,724+194.2% | $164,813+81.6% | $80,856+270.1% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 22.03% | 16.72%+5.3pp | 69.93%-47.9pp | 35.59%-13.6pp |
| Employer contribution / active EE | $2,825 | $2,953-4.4% | $4,341-34.9% | $2,755+2.5% |
| Participant deferral / active EE | $5,327 | $4,477+19.0% | $6,031-11.7% | $4,296+24.0% |
| Admin fee / account holder | $17,589 | $8,227+113.8% | $12,690+38.6% | $6,918+154.3% |