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 | $257,482 | $95,561+169.4% | $77,163+233.7% | $139,434+84.7% |
| Participation rate | 95.0% | 73.9%+21.1pp | 69.6%+25.4pp | 80.3%+14.7pp |
| Annual return | 32.11% | 54.92%-22.8pp | 37.87%-5.8pp | 372.94%-340.8pp |
| Employer contribution / active EE | $7,293 | $3,147+131.7% | $2,535+187.7% | $4,751+53.5% |
| Participant deferral / active EE | $3,504 | $4,624-24.2% | $3,833-8.6% | $6,710-47.8% |
| Admin fee / account holder | $1,025 | $8,295-87.6% | $5,472-81.3% | $11,403-91.0% |