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 | $349,453 | $111,754+212.7% | $103,333+238.2% | $145,922+139.5% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 13.85% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,138 | $4,212-49.3% | $3,868-44.7% | $4,660-54.1% |
| Participant deferral / active EE | $10,958 | $5,619+95.0% | $5,057+116.7% | $6,688+63.9% |
| Admin fee / account holder | $2,015 | $9,750-79.3% | $8,355-75.9% | $13,397-85.0% |