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 | $255,982 | $81,625+213.6% | $167,512+52.8% | $74,304+244.5% |
| Participation rate | 81.4% | 60.0%+21.3pp | 77.1%+4.3pp | 60.3%+21.0pp |
| Annual return | 13.94% | 26.09%-12.2pp | 1615.79%-1601.9pp | 29.43%-15.5pp |
| Employer contribution / active EE | $4,746 | $2,010+136.1% | $3,882+22.3% | $2,241+111.7% |
| Participant deferral / active EE | $9,013 | $4,115+119.0% | $6,405+40.7% | $3,767+139.2% |
| Admin fee / account holder | $36,872 | $3,474+961.3% | $9,769+277.4% | $2,969+1142.0% |