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 | $261,412 | $93,571+179.4% | $135,903+92.4% | $75,163+247.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.36% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $10,514 | $3,537+197.3% | $4,856+116.5% | $2,670+293.8% |
| Participant deferral / active EE | $7,679 | $6,404+19.9% | $7,758-1.0% | $4,125+86.2% |
| Admin fee / account holder | $2,014 | $6,975-71.1% | $10,762-81.3% | $5,651-64.4% |