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 | $413,274 | $138,562+198.3% | $246,525+67.6% | $116,875+253.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 82.0%+8.0pp | 74.5%+15.5pp |
| Annual return | 13.85% | 16.14%-2.3pp | 0.46%+13.4pp | 16.29%-2.4pp |
| Employer contribution / active EE | $10,407 | $4,835+115.2% | $7,467+39.4% | $3,288+216.5% |
| Participant deferral / active EE | $9,389 | $4,207+123.2% | $5,422+73.1% | $3,885+141.7% |
| Admin fee / account holder | $10,893 | $18,110-39.8% | $16,551-34.2% | $12,263-11.2% |