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 | $254,089 | $81,248+212.7% | $155,509+63.4% | $80,856+214.2% |
| Participation rate | 88.3% | 66.2%+22.1pp | 78.2%+10.1pp | 67.6%+20.7pp |
| Annual return | 30.31% | 33.31%-3.0pp | 64.67%-34.4pp | 35.59%-5.3pp |
| Employer contribution / active EE | $10,485 | $3,100+238.2% | $4,672+124.4% | $2,755+280.6% |
| Participant deferral / active EE | $6,844 | $3,452+98.3% | $5,626+21.6% | $4,296+59.3% |
| Admin fee / account holder | $10,783 | $7,997+34.8% | $15,912-32.2% | $6,918+55.9% |