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 | $269,460 | $103,376+160.7% | $87,100+209.4% | $152,861+76.3% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 20.62% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $6,115 | $3,220+89.9% | $2,521+142.5% | $4,762+28.4% |
| Participant deferral / active EE | $5,644 | $4,778+18.1% | $4,049+39.4% | $5,850-3.5% |
| Admin fee / account holder | $328 | $12,205-97.3% | $7,497-95.6% | $11,596-97.2% |