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 | $269,771 | $148,978+81.1% | $200,582+34.5% | $84,808+218.1% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 15.31% | 28.16%-12.9pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,078 | $4,815-56.8% | $6,419-67.6% | $2,631-21.0% |
| Participant deferral / active EE | $7,085 | $7,142-0.8% | $9,331-24.1% | $4,212+68.2% |
| Admin fee / account holder | $62,096 | $13,977+344.3% | $16,305+280.9% | $7,344+745.6% |