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 | $253,873 | $78,422+223.7% | $95,952+164.6% | $79,858+217.9% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 12.76% | 19.37%-6.6pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,058 | $1,945-45.6% | $2,541-58.4% | $2,471-57.2% |
| Participant deferral / active EE | $5,311 | $3,440+54.4% | $4,167+27.5% | $3,740+42.0% |
| Admin fee / account holder | $48,384 | $5,622+760.6% | $6,795+612.0% | $5,306+811.8% |