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 | $283,132 | $117,983+140.0% | $101,794+178.1% | $142,382+98.9% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.2%+25.6pp | 80.1%+14.6pp |
| Annual return | 16.03% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,435 | $2,773+204.2% | $2,289+268.5% | $4,299+96.2% |
| Participant deferral / active EE | $11,437 | $4,714+142.6% | $4,084+180.1% | $6,507+75.8% |
| Admin fee / account holder | $5,916 | $10,433-43.3% | $8,777-32.6% | $12,624-53.1% |