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 | $267,608 | $98,240+172.4% | $82,313+225.1% | $147,584+81.3% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 15.82% | 30.85%-15.0pp | 25.88%-10.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,253 | $3,192+1.9% | $2,428+33.9% | $4,876-33.3% |
| Participant deferral / active EE | $2,720 | $4,383-37.9% | $3,706-26.6% | $5,439-50.0% |
| Admin fee / account holder | $2,569 | $8,563-70.0% | $5,608-54.2% | $10,885-76.4% |