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 | $286,133 | $54,762+422.5% | $90,281+216.9% | $72,985+292.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.80% | 30.63%-4.8pp | 78.10%-52.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $4,507 | $2,092+115.4% | $2,854+57.9% | $2,440+84.7% |
| Participant deferral / active EE | $9,886 | $2,887+242.4% | $3,885+154.4% | $3,607+174.0% |
| Admin fee / account holder | $8,739 | $3,972+120.0% | $5,351+63.3% | $5,124+70.5% |