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 | $279,205 | $127,065+119.7% | $113,168+146.7% | $142,382+96.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 13.83% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,891 | $3,442-45.1% | $2,975-36.4% | $4,299-56.0% |
| Participant deferral / active EE | $6,477 | $5,716+13.3% | $5,107+26.8% | $6,507-0.5% |
| Admin fee / account holder | $344,718 | $15,736+2090.6% | $12,068+2756.5% | $12,624+2630.7% |