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 | $269,810 | $96,484+179.6% | $156,263+72.7% | $74,304+263.1% |
| Participation rate | 86.0% | 67.7%+18.3pp | 78.9%+7.1pp | 60.3%+25.7pp |
| Annual return | 14.30% | 17.73%-3.4pp | 59.47%-45.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $6,169 | $2,528+144.0% | $4,333+42.4% | $2,241+175.3% |
| Participant deferral / active EE | $4,738 | $4,286+10.5% | $6,158-23.1% | $3,767+25.8% |
| Admin fee / account holder | $46,094 | $3,728+1136.5% | $14,255+223.4% | $2,969+1452.6% |