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 | $257,479 | $78,422+228.3% | $95,952+168.3% | $79,858+222.4% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 16.77% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,196 | $1,945+64.3% | $2,541+25.8% | $2,471+29.3% |
| Participant deferral / active EE | $9,142 | $3,440+165.8% | $4,167+119.4% | $3,740+144.4% |
| Admin fee / account holder | $3,753 | $5,622-33.3% | $6,795-44.8% | $5,306-29.3% |