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 | $299,682 | $159,602+87.8% | $150,045+99.7% | $142,382+110.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.01% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $7,644 | $4,961+54.1% | $4,693+62.9% | $4,299+77.8% |
| Participant deferral / active EE | $9,427 | $8,310+13.4% | $7,997+17.9% | $6,507+44.9% |
| Admin fee / account holder | $1,672 | $14,846-88.7% | $13,435-87.6% | $12,624-86.8% |