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 | $299,468 | $78,672+280.7% | $109,143+174.4% | $85,850+248.8% |
| Participation rate | 73.5% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.2pp |
| Annual return | 12.32% | 25.09%-12.8pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $4,455 | $2,735+62.9% | $3,722+19.7% | $2,565+73.7% |
| Participant deferral / active EE | $9,069 | $3,467+161.6% | $4,653+94.9% | $3,952+129.5% |
| Admin fee / account holder | $21,586 | $5,469+294.7% | $6,752+219.7% | $6,260+244.8% |