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 | $254,334 | $176,056+44.5% | $159,436+59.5% | $167,490+51.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.38% | 331.75%-311.4pp | 263.57%-243.2pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,512 | $5,297-52.6% | $4,829-48.0% | $4,837-48.1% |
| Participant deferral / active EE | $6,066 | $7,750-21.7% | $7,352-17.5% | $6,341-4.3% |
| Admin fee / account holder | $2,584 | $12,554-79.4% | $10,799-76.1% | $12,309-79.0% |