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 | $264,668 | $214,378+23.5% | $200,582+31.9% | $142,382+85.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 13.85% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $13,586 | $6,841+98.6% | $6,419+111.7% | $4,299+216.0% |
| Participant deferral / active EE | $30,766 | $9,865+211.9% | $9,331+229.7% | $6,507+372.8% |
| Admin fee / account holder | $126,275 | $17,692+613.7% | $16,305+674.5% | $12,624+900.3% |