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 4-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 | $251,757 | $148,978+69.0% | $200,582+25.5% | $84,808+196.9% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 15.78% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $8,415 | $4,815+74.8% | $6,419+31.1% | $2,631+219.9% |
| Participant deferral / active EE | $21,010 | $7,142+194.2% | $9,331+125.2% | $4,212+398.9% |
| Admin fee / account holder | $41,378 | $13,977+196.0% | $16,305+153.8% | $7,344+463.4% |