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 | $287,865 | $148,978+93.2% | $200,582+43.5% | $84,808+239.4% |
| Participation rate | 86.4% | 84.2%+2.1pp | 86.9%-0.5pp | 68.3%+18.1pp |
| Annual return | 16.29% | 28.16%-11.9pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,882 | $4,815-60.9% | $6,419-70.7% | $2,631-28.5% |
| Participant deferral / active EE | $14,989 | $7,142+109.9% | $9,331+60.6% | $4,212+255.9% |
| Admin fee / account holder | $9,768 | $13,977-30.1% | $16,305-40.1% | $7,344+33.0% |