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 | $279,270 | $77,314+261.2% | $177,989+56.9% | $80,856+245.4% |
| Participation rate | 81.8% | 65.7%+16.1pp | 77.1%+4.7pp | 67.6%+14.2pp |
| Annual return | 13.15% | 18.09%-4.9pp | 294.48%-281.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,251 | $2,292+85.4% | $3,949+7.6% | $2,755+54.3% |
| Participant deferral / active EE | $8,581 | $4,411+94.5% | $6,276+36.7% | $4,296+99.7% |
| Admin fee / account holder | $2,604 | $7,191-63.8% | $10,363-74.9% | $6,918-62.4% |