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 | $290,266 | $112,096+158.9% | $95,952+202.5% | $158,922+82.6% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 15.14% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,667 | $3,198-47.9% | $2,541-34.4% | $4,761-65.0% |
| Participant deferral / active EE | $5,769 | $4,784+20.6% | $4,167+38.5% | $5,982-3.6% |
| Admin fee / account holder | $2,899 | $10,130-71.4% | $6,795-57.3% | $11,246-74.2% |