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 | $271,726 | $165,335+64.3% | $149,696+81.5% | $158,922+71.0% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 11.89% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,189 | $5,103-37.5% | $4,644-31.3% | $4,761-33.0% |
| Participant deferral / active EE | $6,678 | $7,181-7.0% | $6,842-2.4% | $5,982+11.6% |
| Admin fee / account holder | $8,126 | $10,807-24.8% | $9,309-12.7% | $11,246-27.7% |