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 | $277,812 | $177,572+56.5% | $154,803+79.5% | $142,382+95.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,982 | $4,810-38.0% | $4,305-30.7% | $4,299-30.6% |
| Participant deferral / active EE | $7,952 | $6,272+26.8% | $5,540+43.5% | $6,507+22.2% |
| Admin fee / account holder | $1,775 | $16,786-89.4% | $14,329-87.6% | $12,624-85.9% |