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 | $294,921 | $81,248+263.0% | $155,509+89.6% | $80,856+264.7% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.6%+18.6pp |
| Annual return | 17.64% | 33.31%-15.7pp | 64.67%-47.0pp | 35.59%-18.0pp |
| Employer contribution / active EE | $4,409 | $3,100+42.2% | $4,672-5.6% | $2,755+60.0% |
| Participant deferral / active EE | $7,126 | $3,452+106.5% | $5,626+26.7% | $4,296+65.9% |
| Admin fee / account holder | $25,776 | $7,997+222.3% | $15,912+62.0% | $6,918+272.6% |