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 | $283,008 | $152,587+85.5% | $125,175+126.1% | $152,861+85.1% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 20.23% | 54.84%-34.6pp | 43.79%-23.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,478 | $4,946-29.7% | $3,865-10.0% | $4,762-27.0% |
| Participant deferral / active EE | $9,177 | $5,868+56.4% | $4,937+85.9% | $5,850+56.9% |
| Admin fee / account holder | $12,501 | $13,434-6.9% | $9,702+28.8% | $11,596+7.8% |