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 | $283,604 | $109,881+158.1% | $150,045+89.0% | $84,808+234.4% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,451 | $3,561+25.0% | $4,693-5.2% | $2,631+69.2% |
| Participant deferral / active EE | $12,348 | $6,636+86.1% | $7,997+54.4% | $4,212+193.2% |
| Admin fee / account holder | $12,468 | $8,568+45.5% | $13,435-7.2% | $7,344+69.8% |