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 | $277,422 | $78,422+253.8% | $95,952+189.1% | $79,858+247.4% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.2pp |
| Annual return | 18.39% | 19.37%-1.0pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,382 | $1,945+22.5% | $2,541-6.2% | $2,471-3.6% |
| Participant deferral / active EE | $6,670 | $3,440+93.9% | $4,167+60.1% | $3,740+78.3% |
| Admin fee / account holder | $24,883 | $5,622+342.6% | $6,795+266.2% | $5,306+368.9% |