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 | $282,716 | $100,326+181.8% | $180,183+56.9% | $84,808+233.4% |
| Participation rate | 93.9% | 71.0%+22.9pp | 77.4%+16.4pp | 68.3%+25.6pp |
| Annual return | 14.79% | 17.86%-3.1pp | 27.86%-13.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,961 | $3,269+143.5% | $5,039+58.0% | $2,631+202.6% |
| Participant deferral / active EE | $8,576 | $5,066+69.3% | $6,822+25.7% | $4,212+103.6% |
| Admin fee / account holder | $9,212 | $9,674-4.8% | $19,975-53.9% | $7,344+25.4% |