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 5-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 | $273,303 | $109,413+149.8% | $156,263+74.9% | $84,808+222.3% |
| Participation rate | 78.0% | 72.7%+5.4pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 16.28% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,977 | $2,907-32.0% | $4,333-54.4% | $2,631-24.9% |
| Participant deferral / active EE | $10,175 | $4,590+121.7% | $6,158+65.2% | $4,212+141.6% |
| Admin fee / account holder | $24,048 | $9,357+157.0% | $14,255+68.7% | $7,344+227.5% |