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 | $377,323 | $117,841+220.2% | $102,423+268.4% | $145,922+158.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.50% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,707 | $3,615-25.1% | $3,023-10.5% | $4,660-41.9% |
| Participant deferral / active EE | $13,201 | $5,731+130.3% | $5,053+161.2% | $6,688+97.4% |
| Admin fee / account holder | $2,072 | $13,326-84.5% | $9,451-78.1% | $13,397-84.5% |