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 | $255,882 | $80,717+217.0% | $154,803+65.3% | $84,808+201.7% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 13.15% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $6,042 | $2,761+118.8% | $4,305+40.3% | $2,631+129.6% |
| Participant deferral / active EE | $8,936 | $3,303+170.5% | $5,540+61.3% | $4,212+112.2% |
| Admin fee / account holder | $44,563 | $6,746+560.6% | $14,329+211.0% | $7,344+506.8% |