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 | $267,662 | $93,571+186.1% | $135,903+97.0% | $75,163+256.1% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $4,884 | $3,537+38.1% | $4,856+0.6% | $2,670+82.9% |
| Participant deferral / active EE | $9,919 | $6,404+54.9% | $7,758+27.9% | $4,125+140.4% |
| Admin fee / account holder | $97,471 | $6,975+1297.3% | $10,762+805.7% | $5,651+1624.9% |