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 | $271,686 | $214,378+26.7% | $200,582+35.4% | $142,382+90.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.83% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $11,263 | $6,841+64.6% | $6,419+75.5% | $4,299+162.0% |
| Participant deferral / active EE | $7,529 | $9,865-23.7% | $9,331-19.3% | $6,507+15.7% |
| Admin fee / account holder | $1,889 | $17,692-89.3% | $16,305-88.4% | $12,624-85.0% |