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 | $269,545 | $89,355+201.7% | $141,162+90.9% | $72,985+269.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 21.65% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,997 | $3,114+28.3% | $4,735-15.6% | $2,440+63.8% |
| Participant deferral / active EE | $14,176 | $5,418+161.6% | $6,709+111.3% | $3,607+293.0% |
| Admin fee / account holder | $11,657 | $5,958+95.6% | $10,261+13.6% | $5,124+127.5% |