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 | $279,290 | $80,717+246.0% | $154,803+80.4% | $84,808+229.3% |
| Participation rate | 86.4% | 66.8%+19.6pp | 78.1%+8.3pp | 68.3%+18.1pp |
| Annual return | 13.95% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $9,744 | $2,761+252.9% | $4,305+126.3% | $2,631+270.4% |
| Participant deferral / active EE | $3,532 | $3,303+6.9% | $5,540-36.3% | $4,212-16.1% |
| Admin fee / account holder | $9,034 | $6,746+33.9% | $14,329-37.0% | $7,344+23.0% |