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 | $266,425 | $81,248+227.9% | $155,509+71.3% | $80,856+229.5% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 17.14% | 33.31%-16.2pp | 64.67%-47.5pp | 35.59%-18.5pp |
| Employer contribution / active EE | $11,412 | $3,100+268.1% | $4,672+144.2% | $2,755+314.3% |
| Participant deferral / active EE | $11,311 | $3,452+227.7% | $5,626+101.0% | $4,296+163.3% |
| Admin fee / account holder | $66,584 | $7,997+732.6% | $15,912+318.5% | $6,918+862.5% |