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 | $254,373 | $159,602+59.4% | $150,045+69.5% | $142,382+78.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 16.79% | 70.24%-53.4pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,914 | $4,961-21.1% | $4,693-16.6% | $4,299-9.0% |
| Participant deferral / active EE | $10,328 | $8,310+24.3% | $7,997+29.1% | $6,507+58.7% |
| Admin fee / account holder | $22,281 | $14,846+50.1% | $13,435+65.8% | $12,624+76.5% |