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 | $317,372 | $117,841+169.3% | $102,423+209.9% | $145,922+117.5% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 8.84% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,427 | $3,615-5.2% | $3,023+13.3% | $4,660-26.5% |
| Participant deferral / active EE | $9,467 | $5,731+65.2% | $5,053+87.4% | $6,688+41.6% |
| Admin fee / account holder | $6,151 | $13,326-53.8% | $9,451-34.9% | $13,397-54.1% |