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 | $285,612 | $138,347+106.4% | $184,203+55.1% | $80,856+253.2% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 14.63% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,663 | $4,850-65.7% | $6,427-74.1% | $2,755-39.6% |
| Participant deferral / active EE | $9,647 | $7,071+36.4% | $9,131+5.6% | $4,296+124.6% |
| Admin fee / account holder | $1,983 | $10,483-81.1% | $13,901-85.7% | $6,918-71.3% |