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 | $267,253 | $91,538+192.0% | $129,995+105.6% | $75,163+255.6% |
| Participation rate | 86.9% | 71.4%+15.4pp | 78.5%+8.4pp | 67.2%+19.7pp |
| Annual return | 16.94% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,518 | $2,845+23.6% | $4,320-18.6% | $2,670+31.8% |
| Participant deferral / active EE | $8,589 | $4,341+97.9% | $5,820+47.6% | $4,125+108.2% |
| Admin fee / account holder | $2,029 | $6,790-70.1% | $10,614-80.9% | $5,651-64.1% |