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 | $275,890 | $109,881+151.1% | $150,045+83.9% | $84,808+225.3% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,668 | $3,561+115.3% | $4,693+63.4% | $2,631+191.5% |
| Participant deferral / active EE | $9,811 | $6,636+47.9% | $7,997+22.7% | $4,212+133.0% |
| Admin fee / account holder | $18,832 | $8,568+119.8% | $13,435+40.2% | $7,344+156.4% |