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 | $268,123 | $179,726+49.2% | $156,263+71.6% | $142,382+88.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 14.94% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,534 | $5,069+28.9% | $4,333+50.8% | $4,299+52.0% |
| Participant deferral / active EE | $12,956 | $6,956+86.3% | $6,158+110.4% | $6,507+99.1% |
| Admin fee / account holder | $2,648 | $17,272-84.7% | $14,255-81.4% | $12,624-79.0% |