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 | $268,367 | $197,591+35.8% | $177,821+50.9% | $158,922+68.9% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 14.06% | 58.76%-44.7pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,506 | $6,697-17.8% | $5,918-7.0% | $4,761+15.7% |
| Participant deferral / active EE | $15,006 | $8,405+78.5% | $7,714+94.5% | $5,982+150.9% |
| Admin fee / account holder | $41,229 | $15,399+167.7% | $12,427+231.8% | $11,246+266.6% |