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 | $275,401 | $101,724+170.7% | $164,813+67.1% | $80,856+240.6% |
| Participation rate | 79.3% | 71.8%+7.4pp | 78.6%+0.7pp | 67.6%+11.6pp |
| Annual return | 13.75% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,908 | $2,953+32.3% | $4,341-10.0% | $2,755+41.8% |
| Participant deferral / active EE | $10,581 | $4,477+136.3% | $6,031+75.4% | $4,296+146.3% |
| Admin fee / account holder | $4,913 | $8,227-40.3% | $12,690-61.3% | $6,918-29.0% |