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 | $270,380 | $117,983+129.2% | $101,794+165.6% | $142,382+89.9% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 12.43% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,072 | $2,773+46.8% | $2,289+77.9% | $4,299-5.3% |
| Participant deferral / active EE | $3,613 | $4,714-23.4% | $4,084-11.5% | $6,507-44.5% |
| Admin fee / account holder | $40,299 | $10,433+286.3% | $8,777+359.1% | $12,624+219.2% |