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 | $255,862 | $109,881+132.9% | $150,045+70.5% | $84,808+201.7% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 14.60% | 28.25%-13.6pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,641 | $3,561+86.5% | $4,693+41.5% | $2,631+152.4% |
| Participant deferral / active EE | $11,758 | $6,636+77.2% | $7,997+47.0% | $4,212+179.2% |
| Admin fee / account holder | $2,101 | $8,568-75.5% | $13,435-84.4% | $7,344-71.4% |