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 | $261,458 | $54,705+377.9% | $71,209+267.2% | $84,808+208.3% |
| Participation rate | 87.1% | 64.1%+23.0pp | 73.8%+13.3pp | 68.3%+18.8pp |
| Annual return | 16.41% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $10,879 | $2,158+404.1% | $2,721+299.8% | $2,631+313.5% |
| Participant deferral / active EE | $11,407 | $3,030+276.4% | $4,175+173.2% | $4,212+170.9% |
| Admin fee / account holder | $10,063 | $4,863+106.9% | $5,349+88.1% | $7,344+37.0% |