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 | $291,772 | $159,602+82.8% | $150,045+94.5% | $142,382+104.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,870 | $4,961-42.1% | $4,693-38.9% | $4,299-33.2% |
| Participant deferral / active EE | $12,148 | $8,310+46.2% | $7,997+51.9% | $6,507+86.7% |
| Admin fee / account holder | $1,750 | $14,846-88.2% | $13,435-87.0% | $12,624-86.1% |