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 | $266,551 | $228,332+16.7% | $185,823+43.4% | $158,922+67.7% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 9.82% | 40.80%-31.0pp | 35.95%-26.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,457 | $4,967-70.7% | $4,087-64.4% | $4,761-69.4% |
| Participant deferral / active EE | $9,493 | $6,415+48.0% | $5,632+68.6% | $5,982+58.7% |
| Admin fee / account holder | $1,005 | $11,864-91.5% | $9,500-89.4% | $11,246-91.1% |