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 | $250,875 | $83,477+200.5% | $125,175+100.4% | $72,985+243.7% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.5%+29.1pp |
| Annual return | 22.26% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $5,686 | $2,345+142.5% | $3,865+47.1% | $2,440+133.1% |
| Participant deferral / active EE | $8,547 | $3,585+138.4% | $4,937+73.1% | $3,607+136.9% |
| Admin fee / account holder | $21,153 | $5,517+283.4% | $9,702+118.0% | $5,124+312.8% |