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 | $275,073 | $109,413+151.4% | $156,263+76.0% | $84,808+224.3% |
| Participation rate | 92.6% | 72.7%+20.0pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 20.48% | 20.18%+0.3pp | 59.47%-39.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $6,232 | $2,907+114.4% | $4,333+43.8% | $2,631+136.9% |
| Participant deferral / active EE | $13,098 | $4,590+185.4% | $6,158+112.7% | $4,212+211.0% |
| Admin fee / account holder | $59,253 | $9,357+533.3% | $14,255+315.7% | $7,344+706.9% |