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 | $271,869 | $81,460+233.7% | $103,333+163.1% | $80,856+236.2% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 13.97% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,772 | $3,105+118.1% | $3,868+75.1% | $2,755+145.8% |
| Participant deferral / active EE | $5,579 | $3,869+44.2% | $5,057+10.3% | $4,296+29.9% |
| Admin fee / account holder | $78,252 | $6,566+1091.7% | $8,355+836.6% | $6,918+1031.1% |