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 | $268,715 | $157,256+70.9% | $141,162+90.4% | $152,861+75.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.59% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,977 | $5,261-43.4% | $4,735-37.1% | $4,762-37.5% |
| Participant deferral / active EE | $8,711 | $7,109+22.5% | $6,709+29.8% | $5,850+48.9% |
| Admin fee / account holder | $18,931 | $12,120+56.2% | $10,261+84.5% | $11,596+63.2% |