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 | $278,792 | $95,803+191.0% | $113,168+146.4% | $84,808+228.7% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 14.61% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $10,767 | $2,360+356.3% | $2,975+261.9% | $2,631+309.3% |
| Participant deferral / active EE | $9,038 | $4,242+113.1% | $5,107+77.0% | $4,212+114.6% |
| Admin fee / account holder | $78,248 | $8,989+770.5% | $12,068+548.4% | $7,344+965.5% |