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 | $265,916 | $117,983+125.4% | $101,794+161.2% | $142,382+86.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 16.99% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,469 | $2,773+61.2% | $2,289+95.3% | $4,299+4.0% |
| Participant deferral / active EE | $12,706 | $4,714+169.6% | $4,084+211.1% | $6,507+95.3% |
| Admin fee / account holder | $21,564 | $10,433+106.7% | $8,777+145.7% | $12,624+70.8% |