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 | $252,870 | $111,754+126.3% | $103,333+144.7% | $145,922+73.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 18.43% | 24.77%-6.3pp | 24.88%-6.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,980 | $4,212-5.5% | $3,868+2.9% | $4,660-14.6% |
| Participant deferral / active EE | $11,908 | $5,619+111.9% | $5,057+135.5% | $6,688+78.1% |
| Admin fee / account holder | $4,934 | $9,750-49.4% | $8,355-40.9% | $13,397-63.2% |