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 | $272,869 | $109,881+148.3% | $150,045+81.9% | $84,808+221.8% |
| Participation rate | 77.0% | 76.1%+1.0pp | 82.3%-5.3pp | 68.3%+8.7pp |
| Annual return | 18.40% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,531 | $6,636-16.6% | $7,997-30.8% | $4,212+31.3% |
| Admin fee / account holder | $2,244 | $8,568-73.8% | $13,435-83.3% | $7,344-69.4% |