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 | $260,654 | $109,881+137.2% | $150,045+73.7% | $84,808+207.3% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 15.62% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $11,149 | $3,561+213.1% | $4,693+137.6% | $2,631+323.7% |
| Participant deferral / active EE | $11,017 | $6,636+66.0% | $7,997+37.8% | $4,212+161.6% |
| Admin fee / account holder | $12,074 | $8,568+40.9% | $13,435-10.1% | $7,344+64.4% |