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 | $378,449 | $176,812+114.0% | $146,665+158.0% | $167,490+126.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 15.19% | 24.03%-8.8pp | 22.74%-7.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $13,037 | $5,160+152.7% | $4,136+215.2% | $4,837+169.5% |
| Participant deferral / active EE | $9,437 | $6,440+46.6% | $5,506+71.4% | $6,341+48.8% |
| Admin fee / account holder | $1,789 | $13,259-86.5% | $10,280-82.6% | $12,309-85.5% |