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 | $269,886 | $117,841+129.0% | $102,423+163.5% | $145,922+85.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 12.57% | 31.65%-19.1pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $11,621 | $3,615+221.5% | $3,023+284.4% | $4,660+149.4% |
| Participant deferral / active EE | $11,608 | $5,731+102.6% | $5,053+129.7% | $6,688+73.6% |
| Admin fee / account holder | $8,547 | $13,326-35.9% | $9,451-9.6% | $13,397-36.2% |