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 | $355,033 | $61,280+479.4% | $69,780+408.8% | $84,808+318.6% |
| Participation rate | 86.8% | 73.6%+13.2pp | 79.3%+7.5pp | 68.3%+18.5pp |
| Annual return | 13.39% | 12.93%+0.5pp | 26.31%-12.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $11,723 | $3,577+227.7% | $4,168+181.3% | $2,631+345.6% |
| Participant deferral / active EE | $11,822 | $3,756+214.8% | $6,164+91.8% | $4,212+180.7% |
| Admin fee / account holder | $6,077 | $6,026+0.9% | $7,285-16.6% | $7,344-17.3% |