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 | $253,653 | $106,515+138.1% | $96,683+162.4% | $139,434+81.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 12.54% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,418 | $4,103-65.4% | $3,737-62.1% | $4,751-70.2% |
| Participant deferral / active EE | $13,302 | $5,454+143.9% | $4,878+172.7% | $6,710+98.2% |
| Admin fee / account holder | $1,705 | $7,877-78.4% | $6,730-74.7% | $11,403-85.0% |