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 | $328,720 | $201,272+63.3% | $184,203+78.5% | $145,922+125.3% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 12.61% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $10,090 | $7,022+43.7% | $6,427+57.0% | $4,660+116.5% |
| Participant deferral / active EE | $12,794 | $9,806+30.5% | $9,131+40.1% | $6,688+91.3% |
| Admin fee / account holder | $9,689 | $16,364-40.8% | $13,901-30.3% | $13,397-27.7% |