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 | $273,945 | $109,881+149.3% | $150,045+82.6% | $84,808+223.0% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,301 | $3,561+105.0% | $4,693+55.6% | $2,631+177.5% |
| Participant deferral / active EE | $11,763 | $6,636+77.3% | $7,997+47.1% | $4,212+179.3% |
| Admin fee / account holder | $21,031 | $8,568+145.5% | $13,435+56.5% | $7,344+186.4% |