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 | $252,286 | $159,602+58.1% | $150,045+68.1% | $142,382+77.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 22.54% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,807 | $4,961-3.1% | $4,693+2.4% | $4,299+11.8% |
| Participant deferral / active EE | $15,764 | $8,310+89.7% | $7,997+97.1% | $6,507+142.3% |
| Admin fee / account holder | $135,770 | $14,846+814.5% | $13,435+910.6% | $12,624+975.5% |