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 | $289,007 | $106,584+171.2% | $101,326+185.2% | $142,382+103.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 16.03% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,759 | $3,956+45.6% | $3,665+57.1% | $4,299+33.9% |
| Participant deferral / active EE | $7,237 | $8,297-12.8% | $7,994-9.5% | $6,507+11.2% |
| Admin fee / account holder | $1,688 | $11,446-85.2% | $11,185-84.9% | $12,624-86.6% |