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 | $260,786 | $183,519+42.1% | $155,509+67.7% | $145,922+78.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.32% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,056 | $5,313-80.1% | $4,672-77.4% | $4,660-77.3% |
| Participant deferral / active EE | $4,941 | $6,462-23.5% | $5,626-12.2% | $6,688-26.1% |
| Admin fee / account holder | $3,899 | $19,313-79.8% | $15,912-75.5% | $13,397-70.9% |