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 | $270,586 | $109,413+147.3% | $156,263+73.2% | $84,808+219.1% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 18.76% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,348 | $2,907+15.2% | $4,333-22.7% | $2,631+27.2% |
| Participant deferral / active EE | $8,780 | $4,590+91.3% | $6,158+42.6% | $4,212+108.5% |
| Admin fee / account holder | $28,734 | $9,357+207.1% | $14,255+101.6% | $7,344+291.3% |