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 | $258,692 | $109,881+135.4% | $150,045+72.4% | $84,808+205.0% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 17.31% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $11,127 | $3,561+212.4% | $4,693+137.1% | $2,631+322.9% |
| Participant deferral / active EE | $16,060 | $6,636+142.0% | $7,997+100.8% | $4,212+281.3% |
| Admin fee / account holder | $17,914 | $8,568+109.1% | $13,435+33.3% | $7,344+143.9% |