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 | $289,555 | $109,413+164.6% | $156,263+85.3% | $84,808+241.4% |
| Participation rate | 94.1% | 72.7%+21.4pp | 78.9%+15.2pp | 68.3%+25.8pp |
| Annual return | 13.90% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,814 | $2,907-37.6% | $4,333-58.1% | $2,631-31.0% |
| Participant deferral / active EE | $7,701 | $4,590+67.8% | $6,158+25.1% | $4,212+82.9% |
| Admin fee / account holder | $9,887 | $9,357+5.7% | $14,255-30.6% | $7,344+34.6% |