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 | $301,040 | $76,552+293.3% | $123,892+143.0% | $62,891+378.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.98% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $7,249 | $2,883+151.5% | $4,617+57.0% | $2,281+217.8% |
| Participant deferral / active EE | $9,008 | $4,840+86.1% | $5,984+50.5% | $3,203+181.2% |
| Admin fee / account holder | $10,668 | $4,826+121.1% | $8,357+27.7% | $4,296+148.4% |