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 | $266,951 | $109,881+142.9% | $150,045+77.9% | $84,808+214.8% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 27.92% | 28.25%-0.3pp | 62.55%-34.6pp | 40.90%-13.0pp |
| Employer contribution / active EE | $5,246 | $3,561+47.3% | $4,693+11.8% | $2,631+99.4% |
| Participant deferral / active EE | $14,205 | $6,636+114.1% | $7,997+77.6% | $4,212+237.3% |
| Admin fee / account holder | $1,910 | $8,568-77.7% | $13,435-85.8% | $7,344-74.0% |