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 | $267,110 | $179,726+48.6% | $156,263+70.9% | $142,382+87.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 11.43% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,726 | $5,069-26.5% | $4,333-14.0% | $4,299-13.3% |
| Participant deferral / active EE | $8,882 | $6,956+27.7% | $6,158+44.2% | $6,507+36.5% |
| Admin fee / account holder | $67,525 | $17,272+290.9% | $14,255+373.7% | $12,624+434.9% |