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 | $294,143 | $93,571+214.4% | $135,903+116.4% | $75,163+291.3% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 18.80% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,755 | $3,537+34.4% | $4,856-2.1% | $2,670+78.1% |
| Participant deferral / active EE | $15,811 | $6,404+146.9% | $7,758+103.8% | $4,125+283.3% |
| Admin fee / account holder | $24,392 | $6,975+249.7% | $10,762+126.7% | $5,651+331.7% |