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 | $299,569 | $89,753+233.8% | $107,525+178.6% | $84,808+253.2% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 13.49% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,057 | $3,113+30.3% | $3,754+8.1% | $2,631+54.2% |
| Participant deferral / active EE | $7,982 | $4,056+96.8% | $5,116+56.0% | $4,212+89.5% |
| Admin fee / account holder | $43,262 | $7,222+499.0% | $8,919+385.1% | $7,344+489.1% |