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 | $294,045 | $86,929+238.3% | $102,423+187.1% | $80,856+263.7% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 15.65% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,114 | $2,369+73.6% | $3,023+36.1% | $2,755+49.3% |
| Participant deferral / active EE | $8,189 | $4,118+98.8% | $5,053+62.1% | $4,296+90.6% |
| Admin fee / account holder | $40,726 | $8,049+406.0% | $9,451+330.9% | $6,918+488.7% |