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 | $281,223 | $118,450+137.4% | $98,439+185.7% | $139,434+101.7% |
| Participation rate | 82.4% | 77.4%+4.9pp | 75.2%+7.2pp | 80.3%+2.0pp |
| Annual return | 14.87% | 18.94%-4.1pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,289 | $3,609-36.6% | $3,048-24.9% | $4,751-51.8% |
| Participant deferral / active EE | $4,744 | $5,392-12.0% | $4,738+0.1% | $6,710-29.3% |
| Admin fee / account holder | $29,665 | $14,026+111.5% | $8,948+231.5% | $11,403+160.2% |