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 | $289,063 | $176,812+63.5% | $146,665+97.1% | $167,490+72.6% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 10.83% | 24.03%-13.2pp | 22.74%-11.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $4,721 | $5,160-8.5% | $4,136+14.1% | $4,837-2.4% |
| Participant deferral / active EE | $10,787 | $6,440+67.5% | $5,506+95.9% | $6,341+70.1% |
| Admin fee / account holder | $805 | $13,259-93.9% | $10,280-92.2% | $12,309-93.5% |