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 | $255,579 | $80,968+215.7% | $96,544+164.7% | $75,163+240.0% |
| Participation rate | 93.0% | 71.8%+21.2pp | 76.0%+17.0pp | 67.2%+25.8pp |
| Annual return | 16.84% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,183 | $2,282+127.2% | $2,965+74.8% | $2,670+94.1% |
| Participant deferral / active EE | $10,929 | $3,928+178.2% | $4,851+125.3% | $4,125+164.9% |
| Admin fee / account holder | $3,299 | $6,724-50.9% | $8,252-60.0% | $5,651-41.6% |