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 | $252,690 | $109,359+131.1% | $162,163+55.8% | $72,985+246.2% |
| Participation rate | 93.4% | 84.3%+9.2pp | 87.6%+5.9pp | 69.5%+24.0pp |
| Annual return | 22.77% | 25.46%-2.7pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $13,063 | $3,907+234.3% | $5,614+132.7% | $2,440+435.4% |
| Participant deferral / active EE | $15,946 | $5,481+190.9% | $7,298+118.5% | $3,607+342.0% |
| Admin fee / account holder | $18,632 | $7,972+133.7% | $10,843+71.8% | $5,124+263.6% |