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 | $285,666 | $78,672+263.1% | $109,143+161.7% | $85,850+232.8% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 38.79% | 25.09%+13.7pp | 25.75%+13.0pp | 318.53%-279.7pp |
| Employer contribution / active EE | $3,672 | $2,735+34.3% | $3,722-1.3% | $2,565+43.1% |
| Participant deferral / active EE | $5,454 | $3,467+57.3% | $4,653+17.2% | $3,952+38.0% |
| Admin fee / account holder | $16,443 | $5,469+200.7% | $6,752+143.5% | $6,260+162.7% |