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 | $264,158 | $89,753+194.3% | $107,525+145.7% | $84,808+211.5% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 15.20% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $15,697 | $3,113+404.2% | $3,754+318.2% | $2,631+496.6% |
| Participant deferral / active EE | $4,051 | $4,056-0.1% | $5,116-20.8% | $4,212-3.8% |
| Admin fee / account holder | $6,306 | $7,222-12.7% | $8,919-29.3% | $7,344-14.1% |