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 | $274,562 | $51,175+436.5% | $70,515+289.4% | $75,163+265.3% |
| Participation rate | 97.9% | 60.9%+37.0pp | 68.3%+29.5pp | 67.2%+30.7pp |
| Annual return | 16.18% | 30.02%-13.8pp | 32.77%-16.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $14,838 | $1,826+712.6% | $2,973+399.0% | $2,670+455.8% |
| Participant deferral / active EE | $6,912 | $2,849+142.6% | $4,567+51.4% | $4,125+67.6% |
| Admin fee / account holder | $3,699 | $4,091-9.6% | $6,412-42.3% | $5,651-34.5% |