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 | $252,082 | $91,190+176.4% | $178,490+41.2% | $79,858+215.7% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 12.43% | 24.19%-11.8pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,728 | $3,256+75.9% | $5,011+14.3% | $2,471+131.8% |
| Participant deferral / active EE | $5,617 | $3,236+73.6% | $5,202+8.0% | $3,740+50.2% |
| Admin fee / account holder | $1,692 | $6,751-74.9% | $13,984-87.9% | $5,306-68.1% |