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 | $250,664 | $99,985+150.7% | $146,665+70.9% | $85,850+192.0% |
| Participation rate | 97.0% | 73.1%+23.9pp | 80.1%+16.9pp | 69.3%+27.7pp |
| Annual return | 23.69% | 18.93%+4.8pp | 22.74%+0.9pp | 318.53%-294.8pp |
| Employer contribution / active EE | $6,004 | $2,559+134.7% | $4,136+45.2% | $2,565+134.1% |
| Participant deferral / active EE | $8,306 | $4,006+107.4% | $5,506+50.9% | $3,952+110.2% |
| Admin fee / account holder | $48,974 | $7,702+535.8% | $10,280+376.4% | $6,260+682.4% |