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 | $270,192 | $148,978+81.4% | $200,582+34.7% | $84,808+218.6% |
| Participation rate | 85.9% | 84.2%+1.7pp | 86.9%-1.0pp | 68.3%+17.6pp |
| Annual return | 26.46% | 28.16%-1.7pp | 42.33%-15.9pp | 40.90%-14.4pp |
| Employer contribution / active EE | $15,019 | $4,815+211.9% | $6,419+134.0% | $2,631+470.8% |
| Participant deferral / active EE | $20,423 | $7,142+185.9% | $9,331+118.9% | $4,212+384.9% |
| Admin fee / account holder | $9,785 | $13,977-30.0% | $16,305-40.0% | $7,344+33.2% |