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 | $283,716 | $81,460+248.3% | $103,333+174.6% | $80,856+250.9% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 15.32% | 25.55%-10.2pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $6,076 | $3,105+95.7% | $3,868+57.1% | $2,755+120.6% |
| Participant deferral / active EE | $9,725 | $3,869+151.4% | $5,057+92.3% | $4,296+126.4% |
| Admin fee / account holder | $16,789 | $6,566+155.7% | $8,355+100.9% | $6,918+142.7% |