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 | $279,260 | $127,065+119.8% | $113,168+146.8% | $142,382+96.1% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 14.65% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,861 | $3,442+12.2% | $2,975+29.8% | $4,299-10.2% |
| Participant deferral / active EE | $5,763 | $5,716+0.8% | $5,107+12.9% | $6,507-11.4% |
| Admin fee / account holder | $12,736 | $15,736-19.1% | $12,068+5.5% | $12,624+0.9% |