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 | $379,918 | $95,266+298.8% | $82,389+361.1% | $142,382+166.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 18.82% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,670 | $2,991+22.7% | $2,517+45.8% | $4,299-14.6% |
| Participant deferral / active EE | $10,989 | $4,809+128.5% | $4,155+164.5% | $6,507+68.9% |
| Admin fee / account holder | $19,498 | $8,563+127.7% | $7,231+169.7% | $12,624+54.5% |