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 | $257,898 | $89,753+187.3% | $107,525+139.8% | $84,808+204.1% |
| Participation rate | 79.5% | 68.1%+11.5pp | 75.1%+4.5pp | 68.3%+11.2pp |
| Annual return | 18.14% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,148 | $3,113-31.0% | $3,754-42.8% | $2,631-18.4% |
| Participant deferral / active EE | $5,077 | $4,056+25.2% | $5,116-0.8% | $4,212+20.5% |
| Admin fee / account holder | $10,701 | $7,222+48.2% | $8,919+20.0% | $7,344+45.7% |