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 | $266,269 | $89,355+198.0% | $141,162+88.6% | $72,985+264.8% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 23.79% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $3,453 | $3,114+10.9% | $4,735-27.1% | $2,440+41.5% |
| Participant deferral / active EE | $12,921 | $5,418+138.5% | $6,709+92.6% | $3,607+258.2% |
| Admin fee / account holder | $12,780 | $5,958+114.5% | $10,261+24.5% | $5,124+149.4% |