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 | $268,621 | $104,974+155.9% | $95,585+181.0% | $142,382+88.7% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.1%+19.2pp | 80.1%+11.2pp |
| Annual return | 11.80% | 210.33%-198.5pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,098 | $2,779-24.5% | $2,527-17.0% | $4,299-51.2% |
| Participant deferral / active EE | $6,885 | $4,352+58.2% | $4,023+71.2% | $6,507+5.8% |
| Admin fee / account holder | $75,870 | $6,386+1088.1% | $6,127+1138.2% | $12,624+501.0% |