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 | $257,564 | $58,694+338.8% | $142,863+80.3% | $85,850+200.0% |
| Participation rate | 81.6% | 58.5%+23.1pp | 71.9%+9.6pp | 69.3%+12.3pp |
| Annual return | 13.52% | 27.72%-14.2pp | 5637.54%-5624.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,418 | $1,423+140.2% | $4,144-17.5% | $2,565+33.2% |
| Participant deferral / active EE | $7,485 | $2,607+187.1% | $3,837+95.1% | $3,952+89.4% |
| Admin fee / account holder | $31,061 | $4,239+632.7% | $6,560+373.5% | $6,260+396.2% |