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 | $275,726 | $123,793+122.7% | $177,821+55.1% | $79,858+245.3% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 14.16% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,801 | $4,095+41.6% | $5,918-2.0% | $2,471+134.8% |
| Participant deferral / active EE | $13,081 | $5,956+119.6% | $7,714+69.6% | $3,740+249.8% |
| Admin fee / account holder | $37,533 | $7,243+418.2% | $12,427+202.0% | $5,306+607.3% |