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 | $267,620 | $109,881+143.6% | $150,045+78.4% | $84,808+215.6% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 14.50% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,745 | $6,636+31.8% | $7,997+9.3% | $4,212+107.6% |
| Admin fee / account holder | $91,863 | $8,568+972.2% | $13,435+583.8% | $7,344+1150.9% |