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 | $269,835 | $89,753+200.6% | $107,525+151.0% | $84,808+218.2% |
| Participation rate | 98.6% | 68.1%+30.6pp | 75.1%+23.6pp | 68.3%+30.3pp |
| Annual return | 13.93% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,882 | $3,113+56.8% | $3,754+30.1% | $2,631+85.6% |
| Participant deferral / active EE | $7,311 | $4,056+80.3% | $5,116+42.9% | $4,212+73.6% |
| Admin fee / account holder | $11,852 | $7,222+64.1% | $8,919+32.9% | $7,344+61.4% |