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 | $262,657 | $80,717+225.4% | $154,803+69.7% | $84,808+209.7% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 16.07% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $12,144 | $2,761+339.8% | $4,305+182.1% | $2,631+361.6% |
| Participant deferral / active EE | $3,853 | $3,303+16.6% | $5,540-30.5% | $4,212-8.5% |
| Admin fee / account holder | $7,560 | $6,746+12.1% | $14,329-47.2% | $7,344+2.9% |