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 | $279,956 | $81,248+244.6% | $155,509+80.0% | $80,856+246.2% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 24.16% | 33.31%-9.1pp | 64.67%-40.5pp | 35.59%-11.4pp |
| Employer contribution / active EE | $7,160 | $3,100+131.0% | $4,672+53.2% | $2,755+159.9% |
| Participant deferral / active EE | $8,069 | $3,452+133.8% | $5,626+43.4% | $4,296+87.8% |
| Admin fee / account holder | $2,850 | $7,997-64.4% | $15,912-82.1% | $6,918-58.8% |