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 | $354,556 | $111,754+217.3% | $103,333+243.1% | $145,922+143.0% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 10.87% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,304 | $4,212+25.9% | $3,868+37.1% | $4,660+13.8% |
| Participant deferral / active EE | $10,222 | $5,619+81.9% | $5,057+102.1% | $6,688+52.9% |
| Admin fee / account holder | $2,545 | $9,750-73.9% | $8,355-69.5% | $13,397-81.0% |