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 | $278,501 | $159,602+74.5% | $150,045+85.6% | $142,382+95.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 13.88% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,247 | $4,961-34.6% | $4,693-30.8% | $4,299-24.5% |
| Participant deferral / active EE | $12,833 | $8,310+54.4% | $7,997+60.5% | $6,507+97.2% |
| Admin fee / account holder | $3,862 | $14,846-74.0% | $13,435-71.3% | $12,624-69.4% |