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 | $307,792 | $214,378+43.6% | $200,582+53.4% | $142,382+116.2% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 15.27% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,350 | $6,841-36.4% | $6,419-32.2% | $4,299+1.2% |
| Participant deferral / active EE | $10,087 | $9,865+2.2% | $9,331+8.1% | $6,507+55.0% |
| Admin fee / account holder | $7,634 | $17,692-56.9% | $16,305-53.2% | $12,624-39.5% |