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 | $272,900 | $148,534+83.7% | $135,903+100.8% | $139,434+95.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 21.58% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,713 | $5,243-67.3% | $4,856-64.7% | $4,751-63.9% |
| Participant deferral / active EE | $5,916 | $8,100-27.0% | $7,758-23.7% | $6,710-11.8% |
| Admin fee / account holder | $728 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |