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 | $276,924 | $109,881+152.0% | $150,045+84.6% | $84,808+226.5% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 18.82% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,170 | $3,561+45.2% | $4,693+10.2% | $2,631+96.5% |
| Participant deferral / active EE | $6,753 | $6,636+1.8% | $7,997-15.6% | $4,212+60.3% |
| Admin fee / account holder | $7,720 | $8,568-9.9% | $13,435-42.5% | $7,344+5.1% |