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 | $275,100 | $117,983+133.2% | $101,794+170.3% | $142,382+93.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 17.36% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $725 | $2,773-73.9% | $2,289-68.3% | $4,299-83.1% |
| Participant deferral / active EE | $3,196 | $4,714-32.2% | $4,084-21.7% | $6,507-50.9% |
| Admin fee / account holder | $2,610 | $10,433-75.0% | $8,777-70.3% | $12,624-79.3% |