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 | $250,030 | $54,762+356.6% | $90,281+176.9% | $72,985+242.6% |
| Participation rate | 96.8% | 65.1%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 24.11% | 30.63%-6.5pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $4,222 | $2,092+101.8% | $2,854+47.9% | $2,440+73.1% |
| Participant deferral / active EE | $3,799 | $2,887+31.6% | $3,885-2.2% | $3,607+5.3% |
| Admin fee / account holder | $7,248 | $3,972+82.5% | $5,351+35.4% | $5,124+41.4% |