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 | $263,486 | $81,248+224.3% | $155,509+69.4% | $80,856+225.9% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.3pp |
| Annual return | 17.29% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $7,038 | $3,100+127.0% | $4,672+50.6% | $2,755+155.5% |
| Participant deferral / active EE | $6,833 | $3,452+98.0% | $5,626+21.5% | $4,296+59.1% |
| Admin fee / account holder | $1,919 | $7,997-76.0% | $15,912-87.9% | $6,918-72.3% |