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 | $285,908 | $109,413+161.3% | $156,263+83.0% | $84,808+237.1% |
| Participation rate | 98.2% | 72.7%+25.6pp | 78.9%+19.3pp | 68.3%+29.9pp |
| Annual return | 18.43% | 20.18%-1.8pp | 59.47%-41.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,957 | $2,907+70.5% | $4,333+14.4% | $2,631+88.4% |
| Participant deferral / active EE | $8,779 | $4,590+91.3% | $6,158+42.6% | $4,212+108.4% |
| Admin fee / account holder | $14,646 | $9,357+56.5% | $14,255+2.7% | $7,344+99.4% |