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 | $288,243 | $124,281+131.9% | $109,143+164.1% | $167,490+72.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 10.54% | 26.04%-15.5pp | 25.75%-15.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,779 | $4,207-33.9% | $3,722-25.3% | $4,837-42.6% |
| Participant deferral / active EE | $10,612 | $5,255+101.9% | $4,653+128.1% | $6,341+67.4% |
| Admin fee / account holder | $4,655 | $7,970-41.6% | $6,752-31.1% | $12,309-62.2% |