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 | $290,265 | $162,781+78.3% | $133,956+116.7% | $158,922+82.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 9.03% | 41.94%-32.9pp | 45.09%-36.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,070 | $4,975-38.3% | $3,919-21.6% | $4,761-35.5% |
| Participant deferral / active EE | $6,875 | $5,911+16.3% | $5,048+36.2% | $5,982+14.9% |
| Admin fee / account holder | $27,139 | $11,736+131.2% | $8,927+204.0% | $11,246+141.3% |