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 | $283,837 | $154,365+83.9% | $130,231+117.9% | $139,434+103.6% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.3%+17.1pp | 80.3%+13.0pp |
| Annual return | 19.17% | 30.34%-11.2pp | 38.77%-19.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $7,867 | $5,170+52.2% | $4,126+90.7% | $4,751+65.6% |
| Participant deferral / active EE | $15,737 | $8,498+85.2% | $6,799+131.5% | $6,710+134.5% |
| Admin fee / account holder | $39,077 | $9,214+324.1% | $6,020+549.1% | $11,403+242.7% |