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 | $312,995 | $100,326+212.0% | $180,183+73.7% | $84,808+269.1% |
| Participation rate | 93.9% | 71.0%+22.9pp | 77.4%+16.4pp | 68.3%+25.6pp |
| Annual return | 18.70% | 17.86%+0.8pp | 27.86%-9.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $7,933 | $3,269+142.7% | $5,039+57.4% | $2,631+201.5% |
| Participant deferral / active EE | $13,474 | $5,066+166.0% | $6,822+97.5% | $4,212+219.9% |
| Admin fee / account holder | $17,019 | $9,674+75.9% | $19,975-14.8% | $7,344+131.7% |