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 | $274,869 | $109,881+150.2% | $150,045+83.2% | $84,808+224.1% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 17.83% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,235 | $3,561-9.2% | $4,693-31.1% | $2,631+23.0% |
| Participant deferral / active EE | $10,385 | $6,636+56.5% | $7,997+29.9% | $4,212+146.6% |
| Admin fee / account holder | $29,087 | $8,568+239.5% | $13,435+116.5% | $7,344+296.1% |