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 | $261,711 | $80,717+224.2% | $154,803+69.1% | $84,808+208.6% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 14.78% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $9,353 | $2,761+238.7% | $4,305+117.2% | $2,631+255.5% |
| Participant deferral / active EE | $7,741 | $3,303+134.4% | $5,540+39.7% | $4,212+83.8% |
| Admin fee / account holder | $16,259 | $6,746+141.0% | $14,329+13.5% | $7,344+121.4% |