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 | $343,152 | $101,724+237.3% | $164,813+108.2% | $80,856+324.4% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.5pp |
| Annual return | 16.02% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $7,298 | $2,953+147.1% | $4,341+68.1% | $2,755+164.9% |
| Participant deferral / active EE | $8,879 | $4,477+98.3% | $6,031+47.2% | $4,296+106.7% |
| Admin fee / account holder | $9,230 | $8,227+12.2% | $12,690-27.3% | $6,918+33.4% |