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 | $260,843 | $114,381+128.0% | $107,525+142.6% | $142,382+83.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 29.44% | 242.71%-213.3pp | 181.32%-151.9pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,360 | $4,015-66.1% | $3,754-63.8% | $4,299-68.4% |
| Participant deferral / active EE | $10,441 | $5,564+87.6% | $5,116+104.1% | $6,507+60.5% |
| Admin fee / account holder | $2,725 | $9,860-72.4% | $8,919-69.4% | $12,624-78.4% |