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 | $273,617 | $214,378+27.6% | $200,582+36.4% | $142,382+92.2% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 14.11% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,932 | $6,841-27.9% | $6,419-23.2% | $4,299+14.7% |
| Participant deferral / active EE | $9,012 | $9,865-8.6% | $9,331-3.4% | $6,507+38.5% |
| Admin fee / account holder | $14,362 | $17,692-18.8% | $16,305-11.9% | $12,624+13.8% |