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 | $317,272 | $138,562+129.0% | $246,525+28.7% | $116,875+171.5% |
| Participation rate | 88.5% | 72.8%+15.7pp | 82.0%+6.5pp | 74.5%+13.9pp |
| Annual return | 16.72% | 16.14%+0.6pp | 0.46%+16.3pp | 16.29%+0.4pp |
| Employer contribution / active EE | $10,964 | $4,835+126.8% | $7,467+46.8% | $3,288+233.5% |
| Participant deferral / active EE | $8,800 | $4,207+109.2% | $5,422+62.3% | $3,885+126.5% |
| Admin fee / account holder | $4,765 | $18,110-73.7% | $16,551-71.2% | $12,263-61.1% |