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 | $269,332 | $111,754+141.0% | $103,333+160.6% | $145,922+84.6% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 14.03% | 24.77%-10.7pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,042 | $4,212-4.1% | $3,868+4.5% | $4,660-13.3% |
| Participant deferral / active EE | $4,027 | $5,619-28.3% | $5,057-20.4% | $6,688-39.8% |
| Admin fee / account holder | $14,202 | $9,750+45.7% | $8,355+70.0% | $13,397+6.0% |