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 | $320,201 | $109,881+191.4% | $150,045+113.4% | $84,808+277.6% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 15.89% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,277 | $3,561-36.1% | $4,693-51.5% | $2,631-13.5% |
| Participant deferral / active EE | $5,103 | $6,636-23.1% | $7,997-36.2% | $4,212+21.2% |
| Admin fee / account holder | $10,948 | $8,568+27.8% | $13,435-18.5% | $7,344+49.1% |