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 | $271,747 | $78,672+245.4% | $109,143+149.0% | $85,850+216.5% |
| Participation rate | 87.7% | 68.3%+19.4pp | 75.9%+11.8pp | 69.3%+18.4pp |
| Annual return | 13.75% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,407 | $2,735-12.0% | $3,722-35.3% | $2,565-6.2% |
| Participant deferral / active EE | $8,265 | $3,467+138.4% | $4,653+77.6% | $3,952+109.1% |
| Admin fee / account holder | $29,204 | $5,469+434.0% | $6,752+332.5% | $6,260+366.5% |