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 | $294,724 | $56,277+423.7% | $80,975+264.0% | $62,891+368.6% |
| Participation rate | 96.3% | 69.0%+27.3pp | 75.8%+20.5pp | 69.3%+27.0pp |
| Annual return | 6.88% | 22.12%-15.2pp | 17.10%-10.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,834 | $1,943+97.3% | $3,714+3.2% | $2,281+68.1% |
| Participant deferral / active EE | $11,008 | $4,195+162.4% | $5,696+93.3% | $3,203+243.7% |
| Admin fee / account holder | $1,627 | $3,741-56.5% | $5,516-70.5% | $4,296-62.1% |