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 | $280,562 | $179,726+56.1% | $156,263+79.5% | $142,382+97.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 18.49% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,508 | $5,069-50.5% | $4,333-42.1% | $4,299-41.7% |
| Participant deferral / active EE | $10,907 | $6,956+56.8% | $6,158+77.1% | $6,507+67.6% |
| Admin fee / account holder | $8,698 | $17,272-49.6% | $14,255-39.0% | $12,624-31.1% |