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 | $279,273 | $91,552+205.0% | $133,956+108.5% | $79,858+249.7% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 20.58% | 61.85%-41.3pp | 45.09%-24.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $4,916 | $2,384+106.2% | $3,919+25.4% | $2,471+98.9% |
| Participant deferral / active EE | $7,599 | $3,733+103.5% | $5,048+50.5% | $3,740+103.2% |
| Admin fee / account holder | $4,631 | $6,321-26.7% | $8,927-48.1% | $5,306-12.7% |