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 | $275,174 | $124,319+121.3% | $111,297+147.2% | $167,490+64.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 10.93% | 37.44%-26.5pp | 54.65%-43.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,039 | $3,435-11.5% | $2,731+11.3% | $4,837-37.2% |
| Participant deferral / active EE | $13,464 | $5,180+159.9% | $4,487+200.1% | $6,341+112.3% |
| Admin fee / account holder | $3,222 | $10,618-69.7% | $7,964-59.5% | $12,309-73.8% |