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 | $252,656 | $91,552+176.0% | $133,956+88.6% | $79,858+216.4% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.2pp |
| Annual return | 15.23% | 61.85%-46.6pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,094 | $2,384+29.8% | $3,919-21.0% | $2,471+25.2% |
| Participant deferral / active EE | $8,773 | $3,733+135.0% | $5,048+73.8% | $3,740+134.6% |
| Admin fee / account holder | $46,440 | $6,321+634.7% | $8,927+420.2% | $5,306+775.2% |