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 7-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 | $286,345 | $197,591+44.9% | $177,821+61.0% | $158,922+80.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.53% | 58.76%-43.2pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $12,566 | $6,697+87.6% | $5,918+112.3% | $4,761+163.9% |
| Participant deferral / active EE | $6,913 | $8,405-17.8% | $7,714-10.4% | $5,982+15.6% |
| Admin fee / account holder | $1,268 | $15,399-91.8% | $12,427-89.8% | $11,246-88.7% |