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 | $308,352 | $111,754+175.9% | $103,333+198.4% | $145,922+111.3% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 19.86% | 24.77%-4.9pp | 24.88%-5.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,956 | $4,212-6.1% | $3,868+2.3% | $4,660-15.1% |
| Participant deferral / active EE | $9,038 | $5,619+60.9% | $5,057+78.7% | $6,688+35.1% |
| Admin fee / account holder | $67,960 | $9,750+597.0% | $8,355+713.4% | $13,397+407.3% |