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 | $253,278 | $80,717+213.8% | $154,803+63.6% | $84,808+198.7% |
| Participation rate | 91.0% | 66.8%+24.2pp | 78.1%+13.0pp | 68.3%+22.7pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,121 | $2,761+194.1% | $4,305+88.6% | $2,631+208.7% |
| Participant deferral / active EE | $6,686 | $3,303+102.4% | $5,540+20.7% | $4,212+58.8% |
| Admin fee / account holder | $23,736 | $6,746+251.9% | $14,329+65.6% | $7,344+223.2% |