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 | $261,284 | $78,705+232.0% | $117,854+121.7% | $70,131+272.6% |
| Participation rate | 88.2% | 73.2%+15.0pp | 79.7%+8.6pp | 69.5%+18.7pp |
| Annual return | 19.32% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,719 | $2,223-22.7% | $3,786-54.6% | $2,342-26.6% |
| Participant deferral / active EE | $5,525 | $3,297+67.6% | $4,482+23.3% | $3,332+65.8% |
| Admin fee / account holder | $7,491 | $5,065+47.9% | $8,020-6.6% | $4,645+61.3% |