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 | $279,256 | $101,724+174.5% | $164,813+69.4% | $80,856+245.4% |
| Participation rate | 97.0% | 71.8%+25.1pp | 78.6%+18.4pp | 67.6%+29.3pp |
| Annual return | 14.24% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,774 | $2,953+61.6% | $4,341+10.0% | $2,755+73.3% |
| Participant deferral / active EE | $11,731 | $4,477+162.0% | $6,031+94.5% | $4,296+173.1% |
| Admin fee / account holder | $13,570 | $8,227+64.9% | $12,690+6.9% | $6,918+96.2% |