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 | $250,907 | $154,117+62.8% | $129,995+93.0% | $139,434+79.9% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 20.46% | 32.48%-12.0pp | -137.18%+157.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $11,534 | $5,289+118.1% | $4,320+167.0% | $4,751+142.8% |
| Participant deferral / active EE | $2,299 | $6,710-65.7% | $5,820-60.5% | $6,710-65.7% |
| Admin fee / account holder | $1,732 | $14,007-87.6% | $10,614-83.7% | $11,403-84.8% |