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 | $354,983 | $101,724+249.0% | $164,813+115.4% | $80,856+339.0% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.6%+25.9pp |
| Annual return | 28.36% | 16.72%+11.6pp | 69.93%-41.6pp | 35.59%-7.2pp |
| Employer contribution / active EE | $4,721 | $2,953+59.8% | $4,341+8.8% | $2,755+71.4% |
| Participant deferral / active EE | $12,616 | $4,477+181.8% | $6,031+109.2% | $4,296+193.7% |
| Admin fee / account holder | $16,853 | $8,227+104.8% | $12,690+32.8% | $6,918+143.6% |