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 | $253,217 | $53,822+370.5% | $75,696+234.5% | $85,850+195.0% |
| Participation rate | 87.7% | 69.1%+18.6pp | 74.8%+12.8pp | 69.3%+18.4pp |
| Annual return | 14.32% | 24.54%-10.2pp | 104.53%-90.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,612 | $2,017+29.5% | $2,743-4.8% | $2,565+1.8% |
| Participant deferral / active EE | $9,864 | $2,895+240.7% | $3,821+158.1% | $3,952+149.6% |
| Admin fee / account holder | $15,009 | $3,343+349.0% | $3,619+314.7% | $6,260+139.8% |