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 | $271,747 | $77,634+250.0% | $156,549+73.6% | $62,891+332.1% |
| Participation rate | 71.4% | 71.2%+0.2pp | 84.0%-12.6pp | 69.3%+2.1pp |
| Annual return | 5.06% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $10,122 | $3,444+193.9% | $5,501+84.0% | $2,281+343.8% |
| Participant deferral / active EE | $6,011 | $3,045+97.4% | $4,871+23.4% | $3,203+87.7% |
| Admin fee / account holder | $36,239 | $5,561+551.6% | $13,027+178.2% | $4,296+743.6% |