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 6-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 | $269,223 | $86,929+209.7% | $102,423+162.9% | $80,856+233.0% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+30.0pp |
| Annual return | 16.48% | 18.88%-2.4pp | 29.32%-12.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $6,052 | $2,369+155.4% | $3,023+100.2% | $2,755+119.7% |
| Participant deferral / active EE | $17,347 | $4,118+321.2% | $5,053+243.3% | $4,296+303.8% |
| Admin fee / account holder | $5,221 | $8,049-35.1% | $9,451-44.8% | $6,918-24.5% |