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 | $253,525 | $65,395+287.7% | $182,532+38.9% | $72,985+247.4% |
| Participation rate | 90.6% | 65.4%+25.1pp | 78.0%+12.6pp | 69.5%+21.1pp |
| Annual return | 25.98% | 27.68%-1.7pp | 148.54%-122.6pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,594 | $1,911-16.6% | $4,076-60.9% | $2,440-34.7% |
| Participant deferral / active EE | $9,960 | $3,563+179.5% | $5,524+80.3% | $3,607+176.1% |
| Admin fee / account holder | $5,067 | $4,245+19.4% | $8,592-41.0% | $5,124-1.1% |