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 | $295,649 | $93,571+216.0% | $135,903+117.5% | $75,163+293.3% |
| Participation rate | 82.6% | 75.2%+7.4pp | 81.9%+0.7pp | 67.2%+15.4pp |
| Annual return | 18.79% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,860 | $3,537+37.4% | $4,856+0.1% | $2,670+82.0% |
| Participant deferral / active EE | $10,495 | $6,404+63.9% | $7,758+35.3% | $4,125+154.4% |
| Admin fee / account holder | $28,561 | $6,975+309.4% | $10,762+165.4% | $5,651+405.4% |