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 | $256,374 | $77,314+231.6% | $177,989+44.0% | $80,856+217.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | 12.88% | 18.09%-5.2pp | 294.48%-281.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,215 | $2,292+40.3% | $3,949-18.6% | $2,755+16.7% |
| Participant deferral / active EE | $15,385 | $4,411+248.8% | $6,276+145.1% | $4,296+258.1% |
| Admin fee / account holder | $24,264 | $7,191+237.4% | $10,363+134.1% | $6,918+250.7% |