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 | $302,017 | $96,484+213.0% | $156,263+93.3% | $74,304+306.5% |
| Participation rate | 82.1% | 67.7%+14.5pp | 78.9%+3.2pp | 60.3%+21.8pp |
| Annual return | 13.17% | 17.73%-4.6pp | 59.47%-46.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $3,366 | $2,528+33.1% | $4,333-22.3% | $2,241+50.2% |
| Participant deferral / active EE | $8,072 | $4,286+88.3% | $6,158+31.1% | $3,767+114.3% |
| Admin fee / account holder | $20,802 | $3,728+458.1% | $14,255+45.9% | $2,969+600.7% |