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 | $273,646 | $45,073+507.1% | $69,455+294.0% | $72,985+274.9% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 19.06% | 22.65%-3.6pp | 28.97%-9.9pp | 81.00%-61.9pp |
| Employer contribution / active EE | $11,260 | $2,054+448.2% | $2,779+305.2% | $2,440+361.5% |
| Participant deferral / active EE | $9,355 | $2,602+259.6% | $3,535+164.6% | $3,607+159.3% |
| Admin fee / account holder | $13,031 | $3,056+326.5% | $3,839+239.4% | $5,124+154.3% |