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 | $282,892 | $109,881+157.5% | $150,045+88.5% | $84,808+233.6% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 16.21% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,544 | $3,561-56.6% | $4,693-67.1% | $2,631-41.3% |
| Participant deferral / active EE | $11,303 | $6,636+70.3% | $7,997+41.3% | $4,212+168.4% |
| Admin fee / account holder | $15,942 | $8,568+86.1% | $13,435+18.7% | $7,344+117.1% |