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 6-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 | $279,385 | $109,413+155.3% | $156,263+78.8% | $84,808+229.4% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 15.54% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,370 | $2,907+153.5% | $4,333+70.1% | $2,631+180.1% |
| Participant deferral / active EE | $7,131 | $4,590+55.4% | $6,158+15.8% | $4,212+69.3% |
| Admin fee / account holder | $3,578 | $9,357-61.8% | $14,255-74.9% | $7,344-51.3% |