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 | $269,453 | $85,202+216.3% | $172,739+56.0% | $72,985+269.2% |
| Participation rate | 92.7% | 70.1%+22.7pp | 82.6%+10.1pp | 69.5%+23.2pp |
| Annual return | 18.71% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $8,080 | $3,324+143.1% | $5,143+57.1% | $2,440+231.2% |
| Participant deferral / active EE | $5,040 | $3,260+54.6% | $5,198-3.0% | $3,607+39.7% |
| Admin fee / account holder | $13,175 | $5,884+123.9% | $13,954-5.6% | $5,124+157.1% |