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 | $259,571 | $109,881+136.2% | $150,045+73.0% | $84,808+206.1% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 17.67% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $6,287 | $3,561+76.6% | $4,693+34.0% | $2,631+139.0% |
| Participant deferral / active EE | $10,913 | $6,636+64.4% | $7,997+36.5% | $4,212+159.1% |
| Admin fee / account holder | $18,112 | $8,568+111.4% | $13,435+34.8% | $7,344+146.6% |