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 | $263,143 | $210,648+24.9% | $177,989+47.8% | $145,922+80.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.10% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,829 | $4,565-59.9% | $3,949-53.7% | $4,660-60.7% |
| Participant deferral / active EE | $6,296 | $6,958-9.5% | $6,276+0.3% | $6,688-5.9% |
| Admin fee / account holder | $9,321 | $12,013-22.4% | $10,363-10.1% | $13,397-30.4% |