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 | $263,932 | $101,724+159.5% | $164,813+60.1% | $80,856+226.4% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.6%+28.7pp |
| Annual return | 11.20% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,380 | $2,953+48.3% | $4,341+0.9% | $2,755+59.0% |
| Participant deferral / active EE | $8,095 | $4,477+80.8% | $6,031+34.2% | $4,296+88.4% |
| Admin fee / account holder | $56,699 | $8,227+589.2% | $12,690+346.8% | $6,918+719.6% |