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 | $318,979 | $106,515+199.5% | $96,683+229.9% | $139,434+128.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 22.28% | 38.43%-16.1pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,429 | $4,103-16.4% | $3,737-8.2% | $4,751-27.8% |
| Participant deferral / active EE | $9,460 | $5,454+73.4% | $4,878+93.9% | $6,710+41.0% |
| Admin fee / account holder | $1,201 | $7,877-84.8% | $6,730-82.2% | $11,403-89.5% |