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 | $264,176 | $91,190+189.7% | $178,490+48.0% | $79,858+230.8% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 15.58% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,218 | $3,256+91.0% | $5,011+24.1% | $2,471+151.7% |
| Participant deferral / active EE | $3,326 | $3,236+2.8% | $5,202-36.0% | $3,740-11.1% |
| Admin fee / account holder | $7,461 | $6,751+10.5% | $13,984-46.6% | $5,306+40.6% |