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 | $255,501 | $179,726+42.2% | $156,263+63.5% | $142,382+79.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 10.54% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $10,441 | $5,069+106.0% | $4,333+141.0% | $4,299+142.9% |
| Participant deferral / active EE | $9,660 | $6,956+38.9% | $6,158+56.9% | $6,507+48.4% |
| Admin fee / account holder | $30,040 | $17,272+73.9% | $14,255+110.7% | $12,624+138.0% |