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 | $291,762 | $109,413+166.7% | $156,263+86.7% | $84,808+244.0% |
| Participation rate | 88.5% | 72.7%+15.8pp | 78.9%+9.6pp | 68.3%+20.2pp |
| Annual return | 16.85% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,441 | $2,907+87.2% | $4,333+25.6% | $2,631+106.8% |
| Participant deferral / active EE | $14,312 | $4,590+211.8% | $6,158+132.4% | $4,212+239.8% |
| Admin fee / account holder | $5,810 | $9,357-37.9% | $14,255-59.2% | $7,344-20.9% |