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 | $269,042 | $183,519+46.6% | $155,509+73.0% | $145,922+84.4% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 16.30% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $8,033 | $5,313+51.2% | $4,672+71.9% | $4,660+72.4% |
| Participant deferral / active EE | $7,066 | $6,462+9.3% | $5,626+25.6% | $6,688+5.7% |
| Admin fee / account holder | $4,838 | $19,313-74.9% | $15,912-69.6% | $13,397-63.9% |