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 | $256,760 | $80,717+218.1% | $154,803+65.9% | $84,808+202.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.13% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,975 | $2,761-28.5% | $4,305-54.1% | $2,631-24.9% |
| Participant deferral / active EE | $5,634 | $3,303+70.6% | $5,540+1.7% | $4,212+33.8% |
| Admin fee / account holder | $11,451 | $6,746+69.7% | $14,329-20.1% | $7,344+55.9% |