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 | $271,681 | $114,381+137.5% | $107,525+152.7% | $142,382+90.8% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 12.09% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,114 | $4,015+2.5% | $3,754+9.6% | $4,299-4.3% |
| Participant deferral / active EE | $11,609 | $5,564+108.6% | $5,116+126.9% | $6,507+78.4% |
| Admin fee / account holder | $2,717 | $9,860-72.4% | $8,919-69.5% | $12,624-78.5% |