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 | $261,029 | $148,978+75.2% | $200,582+30.1% | $84,808+207.8% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 13.56% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $7,536 | $4,815+56.5% | $6,419+17.4% | $2,631+186.4% |
| Participant deferral / active EE | $16,152 | $7,142+126.2% | $9,331+73.1% | $4,212+283.5% |
| Admin fee / account holder | $50,200 | $13,977+259.2% | $16,305+207.9% | $7,344+583.6% |