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 | $306,277 | $153,772+99.2% | $133,980+128.6% | $273,961+11.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 7.64% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $19,771 | $6,029+227.9% | $5,211+279.4% | $4,869+306.1% |
| Participant deferral / active EE | $14,813 | $6,958+112.9% | $6,282+135.8% | $5,287+180.2% |
| Admin fee / account holder | $18,030 | $11,765+53.3% | $9,324+93.4% | $10,132+77.9% |