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 | $262,761 | $117,841+123.0% | $102,423+156.5% | $145,922+80.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 9.03% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,037 | $3,615-71.3% | $3,023-65.7% | $4,660-77.7% |
| Participant deferral / active EE | $3,847 | $5,731-32.9% | $5,053-23.9% | $6,688-42.5% |
| Admin fee / account holder | $8,686 | $13,326-34.8% | $9,451-8.1% | $13,397-35.2% |