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 | $329,731 | $77,899+323.3% | $149,673+120.3% | $75,163+338.7% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 17.43% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $7,267 | $3,137+131.6% | $4,818+50.8% | $2,670+172.2% |
| Participant deferral / active EE | $8,517 | $3,411+149.7% | $5,680+50.0% | $4,125+106.5% |
| Admin fee / account holder | $873 | $5,956-85.3% | $13,210-93.4% | $5,651-84.5% |