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 | $276,668 | $101,883+171.6% | $453,369-39.0% | $85,850+222.3% |
| Participation rate | 76.8% | 72.3%+4.5pp | 78.0%-1.2pp | 69.3%+7.5pp |
| Annual return | 20.95% | 25.38%-4.4pp | 64.40%-43.4pp | 318.53%-297.6pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14,938 | $4,782+212.4% | $6,209+140.6% | $3,952+278.0% |
| Admin fee / account holder | $5,565 | $5,706-2.5% | $11,209-50.4% | $6,260-11.1% |