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 | $257,376 | $109,413+135.2% | $156,263+64.7% | $84,808+203.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.66% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,476 | $2,907+54.0% | $4,333+3.3% | $2,631+70.1% |
| Participant deferral / active EE | $6,631 | $4,590+44.5% | $6,158+7.7% | $4,212+57.5% |
| Admin fee / account holder | $20,783 | $9,357+122.1% | $14,255+45.8% | $7,344+183.0% |