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 | $252,360 | $109,881+129.7% | $150,045+68.2% | $84,808+197.6% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 14.86% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,345 | $3,561+22.0% | $4,693-7.4% | $2,631+65.2% |
| Participant deferral / active EE | $7,936 | $6,636+19.6% | $7,997-0.8% | $4,212+88.4% |
| Admin fee / account holder | $15,084 | $8,568+76.1% | $13,435+12.3% | $7,344+105.4% |