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 | $261,139 | $72,277+261.3% | $101,248+157.9% | $79,858+227.0% |
| Participation rate | 72.6% | 68.5%+4.1pp | 75.8%-3.2pp | 69.6%+2.9pp |
| Annual return | 16.58% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,924 | $2,692+45.8% | $3,660+7.2% | $2,471+58.8% |
| Participant deferral / active EE | $8,764 | $3,282+167.1% | $4,370+100.5% | $3,740+134.3% |
| Admin fee / account holder | $1,175 | $4,400-73.3% | $5,945-80.2% | $5,306-77.9% |