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 | $296,353 | $102,605+188.8% | $145,661+103.5% | $84,808+249.4% |
| Participation rate | 95.3% | 74.3%+21.1pp | 77.2%+18.1pp | 68.3%+27.0pp |
| Annual return | 17.14% | 26.50%-9.4pp | 101.46%-84.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,989 | $3,325-10.1% | $4,238-29.5% | $2,631+13.6% |
| Participant deferral / active EE | $7,155 | $5,750+24.4% | $7,198-0.6% | $4,212+69.9% |
| Admin fee / account holder | $42,012 | $8,758+379.7% | $12,466+237.0% | $7,344+472.1% |