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 | $258,798 | $101,724+154.4% | $164,813+57.0% | $80,856+220.1% |
| Participation rate | 95.1% | 71.8%+23.3pp | 78.6%+16.5pp | 67.6%+27.5pp |
| Annual return | 24.24% | 16.72%+7.5pp | 69.93%-45.7pp | 35.59%-11.4pp |
| Employer contribution / active EE | $5,360 | $2,953+81.5% | $4,341+23.5% | $2,755+94.6% |
| Participant deferral / active EE | $10,338 | $4,477+130.9% | $6,031+71.4% | $4,296+140.7% |
| Admin fee / account holder | $12,099 | $8,227+47.1% | $12,690-4.7% | $6,918+74.9% |