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 | $250,577 | $81,248+208.4% | $155,509+61.1% | $80,856+209.9% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 14.92% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,155 | $3,100+130.8% | $4,672+53.1% | $2,755+159.7% |
| Participant deferral / active EE | $4,775 | $3,452+38.3% | $5,626-15.1% | $4,296+11.2% |
| Admin fee / account holder | $48,912 | $7,997+511.6% | $15,912+207.4% | $6,918+607.0% |