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 | $335,167 | $117,983+184.1% | $101,794+229.3% | $142,382+135.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 16.29% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,475 | $2,773-10.7% | $2,289+8.1% | $4,299-42.4% |
| Participant deferral / active EE | $10,114 | $4,714+114.6% | $4,084+147.6% | $6,507+55.4% |
| Admin fee / account holder | $40,680 | $10,433+289.9% | $8,777+363.5% | $12,624+222.2% |