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 | $265,226 | $94,529+180.6% | $140,016+89.4% | $64,186+313.2% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | 1.29% | 7.77%-6.5pp | 651.12%-649.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $16,514 | $3,812+333.2% | $5,606+194.6% | $2,381+593.6% |
| Participant deferral / active EE | $12,520 | $5,250+138.5% | $6,927+80.7% | $3,470+260.8% |
| Admin fee / account holder | $7,251 | $6,741+7.6% | $10,705-32.3% | $4,888+48.3% |