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 | $260,571 | $115,770+125.1% | $101,248+157.4% | $158,922+64.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 25.90% | 56.14%-30.2pp | 46.47%-20.6pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,391 | $4,175-66.7% | $3,660-62.0% | $4,761-70.8% |
| Participant deferral / active EE | $13,116 | $4,957+164.6% | $4,370+200.1% | $5,982+119.3% |
| Admin fee / account holder | $6,477 | $7,245-10.6% | $5,945+8.9% | $11,246-42.4% |