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 | $271,018 | $148,534+82.5% | $135,903+99.4% | $139,434+94.4% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 15.40% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,613 | $5,243-12.0% | $4,856-5.0% | $4,751-2.9% |
| Participant deferral / active EE | $8,621 | $8,100+6.4% | $7,758+11.1% | $6,710+28.5% |
| Admin fee / account holder | $8,517 | $12,400-31.3% | $10,762-20.9% | $11,403-25.3% |