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 | $347,788 | $125,758+176.6% | $169,993+104.6% | $75,163+362.7% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 18.75% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,350 | $4,615-5.7% | $6,785-35.9% | $2,670+62.9% |
| Participant deferral / active EE | $5,672 | $6,837-17.0% | $10,408-45.5% | $4,125+37.5% |
| Admin fee / account holder | $22,685 | $8,173+177.5% | $12,815+77.0% | $5,651+301.4% |