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 | $326,088 | $201,272+62.0% | $184,203+77.0% | $145,922+123.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 20.08% | 29.00%-8.9pp | 28.81%-8.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,076 | $7,022-70.4% | $6,427-67.7% | $4,660-55.4% |
| Participant deferral / active EE | $12,828 | $9,806+30.8% | $9,131+40.5% | $6,688+91.8% |
| Admin fee / account holder | $2,676 | $16,364-83.6% | $13,901-80.7% | $13,397-80.0% |