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 | $284,130 | $117,983+140.8% | $101,794+179.1% | $142,382+99.6% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 12.79% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,854 | $2,773+2.9% | $2,289+24.7% | $4,299-33.6% |
| Participant deferral / active EE | $6,028 | $4,714+27.9% | $4,084+47.6% | $6,507-7.4% |
| Admin fee / account holder | $32,902 | $10,433+215.4% | $8,777+274.9% | $12,624+160.6% |