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 | $316,779 | $109,881+188.3% | $150,045+111.1% | $84,808+273.5% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 16.69% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,754 | $3,561+117.7% | $4,693+65.2% | $2,631+194.7% |
| Participant deferral / active EE | $6,980 | $6,636+5.2% | $7,997-12.7% | $4,212+65.7% |
| Admin fee / account holder | $3,313 | $8,568-61.3% | $13,435-75.3% | $7,344-54.9% |