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 | $257,201 | $66,402+287.3% | $109,895+134.0% | $85,850+199.6% |
| Participation rate | 94.6% | 63.9%+30.7pp | 74.2%+20.4pp | 69.3%+25.3pp |
| Annual return | 12.47% | 19.59%-7.1pp | 29.45%-17.0pp | 318.53%-306.1pp |
| Employer contribution / active EE | $7,212 | $1,687+327.5% | $2,842+153.7% | $2,565+181.2% |
| Participant deferral / active EE | $7,291 | $2,842+156.5% | $4,048+80.1% | $3,952+84.5% |
| Admin fee / account holder | $34,236 | $4,557+651.2% | $6,066+464.4% | $6,260+446.9% |