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 | $295,792 | $138,562+113.5% | $246,525+20.0% | $116,875+153.1% |
| Participation rate | 98.5% | 72.8%+25.7pp | 82.0%+16.5pp | 74.5%+23.9pp |
| Annual return | 14.59% | 16.14%-1.5pp | 0.46%+14.1pp | 16.29%-1.7pp |
| Employer contribution / active EE | $4,181 | $4,835-13.5% | $7,467-44.0% | $3,288+27.2% |
| Participant deferral / active EE | $11,048 | $4,207+162.6% | $5,422+103.7% | $3,885+184.4% |
| Admin fee / account holder | $68,473 | $18,110+278.1% | $16,551+313.7% | $12,263+458.4% |