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 | $262,393 | $163,101+60.9% | $136,749+91.9% | $142,382+84.3% |
| Participation rate | 78.6% | 78.2%+0.3pp | 72.1%+6.4pp | 80.1%-1.5pp |
| Annual return | 10.80% | 27.54%-16.7pp | 24.33%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $7,203 | $4,117+75.0% | $3,400+111.9% | $4,299+67.5% |
| Participant deferral / active EE | $8,825 | $5,585+58.0% | $4,692+88.1% | $6,507+35.6% |
| Admin fee / account holder | $126,301 | $14,318+782.1% | $11,386+1009.2% | $12,624+900.5% |