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 | $291,007 | $109,881+164.8% | $150,045+93.9% | $84,808+243.1% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,896 | $3,561-46.8% | $4,693-59.6% | $2,631-28.0% |
| Participant deferral / active EE | $16,203 | $6,636+144.2% | $7,997+102.6% | $4,212+284.7% |
| Admin fee / account holder | $24,523 | $8,568+186.2% | $13,435+82.5% | $7,344+233.9% |