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 | $256,445 | $109,359+134.5% | $162,163+58.1% | $72,985+251.4% |
| Participation rate | 89.2% | 84.3%+4.9pp | 87.6%+1.6pp | 69.5%+19.7pp |
| Annual return | 19.23% | 25.46%-6.2pp | 115.59%-96.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,054 | $3,907-21.8% | $5,614-45.6% | $2,440+25.2% |
| Participant deferral / active EE | $6,249 | $5,481+14.0% | $7,298-14.4% | $3,607+73.2% |
| Admin fee / account holder | $11,863 | $7,972+48.8% | $10,843+9.4% | $5,124+131.5% |