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 | $325,382 | $112,096+190.3% | $95,952+239.1% | $158,922+104.7% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 17.23% | 171.09%-153.9pp | 91.61%-74.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,942 | $3,198-39.3% | $2,541-23.6% | $4,761-59.2% |
| Participant deferral / active EE | $9,797 | $4,784+104.8% | $4,167+135.1% | $5,982+63.8% |
| Admin fee / account holder | $2,105 | $10,130-79.2% | $6,795-69.0% | $11,246-81.3% |