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 | $266,910 | $117,841+126.5% | $102,423+160.6% | $145,922+82.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.73% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,055 | $3,615+39.8% | $3,023+67.2% | $4,660+8.5% |
| Participant deferral / active EE | $3,369 | $5,731-41.2% | $5,053-33.3% | $6,688-49.6% |
| Admin fee / account holder | $3,513 | $13,326-73.6% | $9,451-62.8% | $13,397-73.8% |