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 | $252,734 | $72,277+249.7% | $101,248+149.6% | $79,858+216.5% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 17.32% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $6,594 | $2,692+145.0% | $3,660+80.2% | $2,471+166.9% |
| Participant deferral / active EE | $4,345 | $3,282+32.4% | $4,370-0.6% | $3,740+16.2% |
| Admin fee / account holder | $21,669 | $4,400+392.4% | $5,945+264.5% | $5,306+308.4% |