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 | $290,570 | $112,096+159.2% | $95,952+202.8% | $158,922+82.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 16.80% | 171.09%-154.3pp | 91.61%-74.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,120 | $3,198-2.4% | $2,541+22.8% | $4,761-34.5% |
| Participant deferral / active EE | $5,929 | $4,784+23.9% | $4,167+42.3% | $5,982-0.9% |
| Admin fee / account holder | $3,706 | $10,130-63.4% | $6,795-45.5% | $11,246-67.0% |