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 | $271,132 | $101,724+166.5% | $164,813+64.5% | $80,856+235.3% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.6%+27.7pp |
| Annual return | 14.51% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,527 | $2,953+87.1% | $4,341+27.3% | $2,755+100.6% |
| Participant deferral / active EE | $7,219 | $4,477+61.2% | $6,031+19.7% | $4,296+68.1% |
| Admin fee / account holder | $15,477 | $8,227+88.1% | $12,690+22.0% | $6,918+123.7% |