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 | $295,534 | $60,892+385.3% | $82,389+258.7% | $84,808+248.5% |
| Participation rate | 90.3% | 63.3%+27.1pp | 69.5%+20.8pp | 68.3%+22.0pp |
| Annual return | 16.56% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $10,083 | $1,779+466.7% | $2,517+300.6% | $2,631+283.3% |
| Participant deferral / active EE | $5,400 | $3,179+69.9% | $4,155+30.0% | $4,212+28.2% |
| Admin fee / account holder | $4,271 | $5,467-21.9% | $7,231-40.9% | $7,344-41.8% |