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 | $269,278 | $197,591+36.3% | $177,821+51.4% | $158,922+69.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 30.15% | 58.76%-28.6pp | 48.32%-18.2pp | 302.83%-272.7pp |
| Employer contribution / active EE | $24,200 | $6,697+261.3% | $5,918+308.9% | $4,761+408.3% |
| Participant deferral / active EE | $14,087 | $8,405+67.6% | $7,714+82.6% | $5,982+135.5% |
| Admin fee / account holder | $1,283 | $15,399-91.7% | $12,427-89.7% | $11,246-88.6% |