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 | $275,619 | $81,248+239.2% | $155,509+77.2% | $80,856+240.9% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 29.64% | 33.31%-3.7pp | 64.67%-35.0pp | 35.59%-6.0pp |
| Employer contribution / active EE | $5,251 | $3,100+69.4% | $4,672+12.4% | $2,755+90.6% |
| Participant deferral / active EE | $1,616 | $3,452-53.2% | $5,626-71.3% | $4,296-62.4% |
| Admin fee / account holder | $16,236 | $7,997+103.0% | $15,912+2.0% | $6,918+134.7% |