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 | $265,376 | $70,428+276.8% | $96,562+174.8% | $85,850+209.1% |
| Participation rate | 94.3% | 61.8%+32.5pp | 69.8%+24.5pp | 69.3%+25.0pp |
| Annual return | 17.86% | 18.59%-0.7pp | 37.78%-19.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,232 | $1,413+58.0% | $2,356-5.3% | $2,565-13.0% |
| Participant deferral / active EE | $7,358 | $2,894+154.3% | $3,849+91.2% | $3,952+86.2% |
| Admin fee / account holder | $1,240 | $4,997-75.2% | $6,181-79.9% | $6,260-80.2% |