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 | $265,062 | $49,227+438.4% | $70,449+276.2% | $79,858+231.9% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.8pp | 69.6%+28.2pp |
| Annual return | 11.90% | 30.06%-18.2pp | 109.03%-97.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $19,034 | $2,099+806.9% | $2,737+595.5% | $2,471+670.4% |
| Participant deferral / active EE | $7,362 | $2,768+166.0% | $3,709+98.5% | $3,740+96.9% |
| Admin fee / account holder | $55,194 | $2,878+1817.7% | $3,845+1335.4% | $5,306+940.2% |