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 | $260,993 | $89,355+192.1% | $141,162+84.9% | $72,985+257.6% |
| Participation rate | 76.2% | 75.1%+1.1pp | 82.5%-6.3pp | 69.5%+6.7pp |
| Annual return | 20.78% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,210 | $3,114+3.1% | $4,735-32.2% | $2,440+31.6% |
| Participant deferral / active EE | $7,190 | $5,418+32.7% | $6,709+7.2% | $3,607+99.3% |
| Admin fee / account holder | $20,913 | $5,958+251.0% | $10,261+103.8% | $5,124+308.1% |