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 | $391,641 | $154,117+154.1% | $129,995+201.3% | $139,434+180.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 23.07% | 32.48%-9.4pp | -137.18%+160.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $4,050 | $5,289-23.4% | $4,320-6.2% | $4,751-14.8% |
| Participant deferral / active EE | $6,849 | $6,710+2.1% | $5,820+17.7% | $6,710+2.1% |
| Admin fee / account holder | $8,647 | $14,007-38.3% | $10,614-18.5% | $11,403-24.2% |