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 | $262,690 | $109,881+139.1% | $150,045+75.1% | $84,808+209.7% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 14.95% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,587 | $3,561-55.4% | $4,693-66.2% | $2,631-39.7% |
| Participant deferral / active EE | $9,467 | $6,636+42.7% | $7,997+18.4% | $4,212+124.8% |
| Admin fee / account holder | $47,862 | $8,568+458.6% | $13,435+256.3% | $7,344+551.7% |