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 | $256,146 | $89,753+185.4% | $107,525+138.2% | $84,808+202.0% |
| Participation rate | 84.7% | 68.1%+16.7pp | 75.1%+9.7pp | 68.3%+16.4pp |
| Annual return | 16.78% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,840 | $3,113-40.9% | $3,754-51.0% | $2,631-30.1% |
| Participant deferral / active EE | $6,243 | $4,056+53.9% | $5,116+22.0% | $4,212+48.2% |
| Admin fee / account holder | $22,380 | $7,222+209.9% | $8,919+150.9% | $7,344+204.8% |