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 | $304,069 | $78,672+286.5% | $109,143+178.6% | $85,850+254.2% |
| Participation rate | 74.3% | 68.3%+6.0pp | 75.9%-1.6pp | 69.3%+5.0pp |
| Annual return | 16.66% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $5,779 | $2,735+111.3% | $3,722+55.3% | $2,565+125.3% |
| Participant deferral / active EE | $9,522 | $3,467+174.6% | $4,653+104.6% | $3,952+141.0% |
| Admin fee / account holder | $1,069 | $5,469-80.5% | $6,752-84.2% | $6,260-82.9% |