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 | $261,155 | $127,065+105.5% | $113,168+130.8% | $142,382+83.4% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 11.70% | 24.03%-12.3pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,271 | $3,442+24.1% | $2,975+43.5% | $4,299-0.7% |
| Participant deferral / active EE | $9,066 | $5,716+58.6% | $5,107+77.5% | $6,507+39.3% |
| Admin fee / account holder | $11,493 | $15,736-27.0% | $12,068-4.8% | $12,624-9.0% |