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 | $327,076 | $201,272+62.5% | $184,203+77.6% | $145,922+124.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 21.08% | 29.00%-7.9pp | 28.81%-7.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $5,504 | $7,022-21.6% | $6,427-14.4% | $4,660+18.1% |
| Participant deferral / active EE | $12,454 | $9,806+27.0% | $9,131+36.4% | $6,688+86.2% |
| Admin fee / account holder | $14,073 | $16,364-14.0% | $13,901+1.2% | $13,397+5.0% |