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 | $251,023 | $179,726+39.7% | $156,263+60.6% | $142,382+76.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 12.97% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,350 | $5,069+5.5% | $4,333+23.5% | $4,299+24.4% |
| Participant deferral / active EE | $5,549 | $6,956-20.2% | $6,158-9.9% | $6,507-14.7% |
| Admin fee / account holder | $5,463 | $17,272-68.4% | $14,255-61.7% | $12,624-56.7% |