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 | $256,784 | $80,717+218.1% | $154,803+65.9% | $84,808+202.8% |
| Participation rate | 93.8% | 66.8%+27.0pp | 78.1%+15.7pp | 68.3%+25.5pp |
| Annual return | 14.58% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $8,389 | $2,761+203.8% | $4,305+94.9% | $2,631+218.9% |
| Participant deferral / active EE | $5,716 | $3,303+73.0% | $5,540+3.2% | $4,212+35.7% |
| Admin fee / account holder | $26,674 | $6,746+295.4% | $14,329+86.2% | $7,344+263.2% |