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 | $261,771 | $109,413+139.3% | $156,263+67.5% | $84,808+208.7% |
| Participation rate | 82.3% | 72.7%+9.6pp | 78.9%+3.4pp | 68.3%+13.9pp |
| Annual return | 16.37% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,180 | $2,907-25.0% | $4,333-49.7% | $2,631-17.1% |
| Participant deferral / active EE | $7,360 | $4,590+60.4% | $6,158+19.5% | $4,212+74.8% |
| Admin fee / account holder | $43,815 | $9,357+368.3% | $14,255+207.4% | $7,344+496.6% |