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 | $318,699 | $95,266+234.5% | $82,389+286.8% | $142,382+123.8% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 14.20% | 25.74%-11.5pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,901 | $2,991-3.0% | $2,517+15.3% | $4,299-32.5% |
| Participant deferral / active EE | $7,683 | $4,809+59.8% | $4,155+84.9% | $6,507+18.1% |
| Admin fee / account holder | $22,390 | $8,563+161.5% | $7,231+209.7% | $12,624+77.4% |