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 | $279,365 | $95,803+191.6% | $113,168+146.9% | $84,808+229.4% |
| Participation rate | 93.2% | 72.9%+20.4pp | 76.6%+16.7pp | 68.3%+24.9pp |
| Annual return | 18.82% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $7,213 | $2,360+205.7% | $2,975+142.4% | $2,631+174.2% |
| Participant deferral / active EE | $7,526 | $4,242+77.4% | $5,107+47.4% | $4,212+78.7% |
| Admin fee / account holder | $30,852 | $8,989+243.2% | $12,068+155.7% | $7,344+320.1% |