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 | $256,799 | $201,272+27.6% | $184,203+39.4% | $145,922+76.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.34% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $10,264 | $7,022+46.2% | $6,427+59.7% | $4,660+120.3% |
| Participant deferral / active EE | $10,152 | $9,806+3.5% | $9,131+11.2% | $6,688+51.8% |
| Admin fee / account holder | $34,777 | $16,364+112.5% | $13,901+150.2% | $13,397+159.6% |