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 | $264,777 | $112,881+134.6% | $90,951+191.1% | $158,922+66.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 13.34% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,045 | $2,893-29.3% | $2,122-3.6% | $4,761-57.1% |
| Participant deferral / active EE | $13,631 | $4,128+230.2% | $3,373+304.1% | $5,982+127.9% |
| Admin fee / account holder | $368 | $8,041-95.4% | $5,959-93.8% | $11,246-96.7% |