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 | $274,224 | $117,983+132.4% | $101,794+169.4% | $142,382+92.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 13.71% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,347 | $2,773-15.4% | $2,289+2.5% | $4,299-45.4% |
| Participant deferral / active EE | $5,583 | $4,714+18.5% | $4,084+36.7% | $6,507-14.2% |
| Admin fee / account holder | $3,855 | $10,433-63.1% | $8,777-56.1% | $12,624-69.5% |