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 | $314,153 | $111,754+181.1% | $103,333+204.0% | $145,922+115.3% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 15.07% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,150 | $4,212-1.5% | $3,868+7.3% | $4,660-10.9% |
| Participant deferral / active EE | $8,497 | $5,619+51.2% | $5,057+68.0% | $6,688+27.1% |
| Admin fee / account holder | $6,694 | $9,750-31.3% | $8,355-19.9% | $13,397-50.0% |