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 | $289,549 | $73,933+291.6% | $96,683+199.5% | $75,163+285.2% |
| Participation rate | 97.1% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.9pp |
| Annual return | 19.77% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $3,186 | $2,928+8.8% | $3,737-14.7% | $2,670+19.3% |
| Participant deferral / active EE | $4,370 | $3,659+19.4% | $4,878-10.4% | $4,125+5.9% |
| Admin fee / account holder | $10,399 | $5,216+99.4% | $6,730+54.5% | $5,651+84.0% |