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 4-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 | $309,358 | $92,985+232.7% | $153,485+101.6% | $80,856+282.6% |
| Participation rate | 83.3% | 69.0%+14.4pp | 77.1%+6.3pp | 67.6%+15.7pp |
| Annual return | 17.64% | 19.95%-2.3pp | 15.65%+2.0pp | 35.59%-18.0pp |
| Employer contribution / active EE | $4,185 | $3,507+19.3% | $5,039-16.9% | $2,755+51.9% |
| Participant deferral / active EE | $7,375 | $5,178+42.4% | $6,757+9.1% | $4,296+71.7% |
| Admin fee / account holder | $35,368 | $8,880+298.3% | $12,724+178.0% | $6,918+411.2% |