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 | $253,004 | $109,881+130.3% | $150,045+68.6% | $84,808+198.3% |
| Participation rate | 93.9% | 76.1%+17.9pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 16.49% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $8,251 | $3,561+131.7% | $4,693+75.8% | $2,631+213.6% |
| Participant deferral / active EE | $16,090 | $6,636+142.5% | $7,997+101.2% | $4,212+282.1% |
| Admin fee / account holder | $47,166 | $8,568+450.5% | $13,435+251.1% | $7,344+542.3% |