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 | $285,860 | $98,750+189.5% | $149,696+91.0% | $79,858+258.0% |
| Participation rate | 78.5% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.8pp |
| Annual return | 19.64% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,570 | $3,216-20.1% | $4,644-44.7% | $2,471+4.0% |
| Participant deferral / active EE | $5,885 | $5,680+3.6% | $6,842-14.0% | $3,740+57.3% |
| Admin fee / account holder | $13,018 | $6,053+115.1% | $9,309+39.9% | $5,306+145.3% |