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 | $260,484 | $109,881+137.1% | $150,045+73.6% | $84,808+207.1% |
| Participation rate | 91.1% | 76.1%+15.0pp | 82.3%+8.8pp | 68.3%+22.8pp |
| Annual return | 15.48% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,094 | $3,561-69.3% | $4,693-76.7% | $2,631-58.4% |
| Participant deferral / active EE | $14,006 | $6,636+111.1% | $7,997+75.1% | $4,212+232.6% |
| Admin fee / account holder | $25,317 | $8,568+195.5% | $13,435+88.4% | $7,344+244.7% |