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 | $260,593 | $94,625+175.4% | $116,228+124.2% | $84,808+207.3% |
| Participation rate | 96.8% | 70.4%+26.3pp | 74.6%+22.2pp | 68.3%+28.5pp |
| Annual return | 21.40% | 20.40%+1.0pp | 90.06%-68.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,597 | $3,972+66.1% | $4,953+33.2% | $4,212+56.6% |
| Admin fee / account holder | $22,942 | $10,091+127.3% | $11,989+91.4% | $7,344+212.4% |