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 | $250,392 | $163,101+53.5% | $136,749+83.1% | $142,382+75.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 12.98% | 27.54%-14.6pp | 24.33%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $10,105 | $4,117+145.5% | $3,400+197.2% | $4,299+135.0% |
| Participant deferral / active EE | $12,517 | $5,585+124.1% | $4,692+166.8% | $6,507+92.4% |
| Admin fee / account holder | $717 | $14,318-95.0% | $11,386-93.7% | $12,624-94.3% |