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 | $262,130 | $93,571+180.1% | $135,903+92.9% | $75,163+248.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 21.72% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $4,511 | $3,537+27.6% | $4,856-7.1% | $2,670+69.0% |
| Participant deferral / active EE | $10,035 | $6,404+56.7% | $7,758+29.4% | $4,125+143.3% |
| Admin fee / account holder | $852 | $6,975-87.8% | $10,762-92.1% | $5,651-84.9% |