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 | $266,425 | $109,881+142.5% | $150,045+77.6% | $84,808+214.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 15.19% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,478 | $3,561+138.1% | $4,693+80.6% | $2,631+222.2% |
| Participant deferral / active EE | $5,913 | $6,636-10.9% | $7,997-26.1% | $4,212+40.4% |
| Admin fee / account holder | $8,369 | $8,568-2.3% | $13,435-37.7% | $7,344+14.0% |