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 | $292,082 | $106,584+174.0% | $101,326+188.3% | $142,382+105.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 20.39% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,778 | $3,956+20.8% | $3,665+30.3% | $4,299+11.1% |
| Participant deferral / active EE | $9,360 | $8,297+12.8% | $7,994+17.1% | $6,507+43.8% |
| Admin fee / account holder | $313 | $11,446-97.3% | $11,185-97.2% | $12,624-97.5% |