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 | $393,796 | $163,101+141.4% | $136,749+188.0% | $142,382+176.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 16.67% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,462 | $4,117-40.2% | $3,400-27.6% | $4,299-42.7% |
| Participant deferral / active EE | $14,491 | $5,585+159.5% | $4,692+208.8% | $6,507+122.7% |
| Admin fee / account holder | $2,448 | $14,318-82.9% | $11,386-78.5% | $12,624-80.6% |