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 | $302,082 | $95,266+217.1% | $82,389+266.7% | $142,382+112.2% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.5%+8.7pp | 80.1%-1.9pp |
| Annual return | 14.99% | 25.74%-10.7pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,841 | $2,991-5.0% | $2,517+12.9% | $4,299-33.9% |
| Participant deferral / active EE | $9,362 | $4,809+94.7% | $4,155+125.3% | $6,507+43.9% |
| Admin fee / account holder | $58,894 | $8,563+587.7% | $7,231+714.5% | $12,624+366.5% |