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 | $262,311 | $72,277+262.9% | $101,248+159.1% | $79,858+228.5% |
| Participation rate | 78.3% | 68.5%+9.8pp | 75.8%+2.5pp | 69.6%+8.6pp |
| Annual return | 19.82% | 22.30%-2.5pp | 46.47%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $6,266 | $2,692+132.8% | $3,660+71.2% | $2,471+153.6% |
| Participant deferral / active EE | $12,056 | $3,282+267.4% | $4,370+175.9% | $3,740+222.3% |
| Admin fee / account holder | $3,407 | $4,400-22.6% | $5,945-42.7% | $5,306-35.8% |