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 | $255,820 | $85,766+198.3% | $136,294+87.7% | $70,131+264.8% |
| Participation rate | 73.8% | 74.2%-0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 17.26% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,404 | $2,966-19.0% | $4,695-48.8% | $2,342+2.6% |
| Participant deferral / active EE | $5,778 | $5,051+14.4% | $6,247-7.5% | $3,332+73.4% |
| Admin fee / account holder | $3,052 | $5,420-43.7% | $9,243-67.0% | $4,645-34.3% |