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 | $295,853 | $109,881+169.2% | $150,045+97.2% | $84,808+248.9% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 26.42% | 28.25%-1.8pp | 62.55%-36.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $3,946 | $3,561+10.8% | $4,693-15.9% | $2,631+50.0% |
| Participant deferral / active EE | $12,174 | $6,636+83.5% | $7,997+52.2% | $4,212+189.1% |
| Admin fee / account holder | $10,702 | $8,568+24.9% | $13,435-20.3% | $7,344+45.7% |