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 | $269,045 | $159,602+68.6% | $150,045+79.3% | $142,382+89.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 19.38% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,032 | $4,961-59.0% | $4,693-56.7% | $4,299-52.7% |
| Participant deferral / active EE | $4,432 | $8,310-46.7% | $7,997-44.6% | $6,507-31.9% |
| Admin fee / account holder | $17,784 | $14,846+19.8% | $13,435+32.4% | $12,624+40.9% |