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 | $284,613 | $101,724+179.8% | $164,813+72.7% | $80,856+252.0% |
| Participation rate | 88.5% | 71.8%+16.7pp | 78.6%+9.9pp | 67.6%+20.9pp |
| Annual return | 12.93% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,921 | $2,953+32.8% | $4,341-9.7% | $2,755+42.3% |
| Participant deferral / active EE | $9,229 | $4,477+106.1% | $6,031+53.0% | $4,296+114.8% |
| Admin fee / account holder | $15,965 | $8,227+94.1% | $12,690+25.8% | $6,918+130.8% |