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 | $257,913 | $127,065+103.0% | $113,168+127.9% | $142,382+81.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 13.66% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,417 | $3,442-0.7% | $2,975+14.9% | $4,299-20.5% |
| Participant deferral / active EE | $2,086 | $5,716-63.5% | $5,107-59.2% | $6,507-67.9% |
| Admin fee / account holder | $4,326 | $15,736-72.5% | $12,068-64.2% | $12,624-65.7% |