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 | $262,612 | $109,881+139.0% | $150,045+75.0% | $84,808+209.7% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 16.33% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,075 | $3,561+154.8% | $4,693+93.4% | $2,631+244.9% |
| Participant deferral / active EE | $9,702 | $6,636+46.2% | $7,997+21.3% | $4,212+130.4% |
| Admin fee / account holder | $11,346 | $8,568+32.4% | $13,435-15.5% | $7,344+54.5% |