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 | $277,372 | $109,881+152.4% | $150,045+84.9% | $84,808+227.1% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 17.19% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,252 | $3,561+75.6% | $4,693+33.2% | $2,631+137.6% |
| Participant deferral / active EE | $11,394 | $6,636+71.7% | $7,997+42.5% | $4,212+170.5% |
| Admin fee / account holder | $5,986 | $8,568-30.1% | $13,435-55.4% | $7,344-18.5% |