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 | $255,684 | $153,772+66.3% | $133,980+90.8% | $273,961-6.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 9.25% | 36.51%-27.3pp | 29.30%-20.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,565 | $6,029-40.9% | $5,211-31.6% | $4,869-26.8% |
| Participant deferral / active EE | $12,999 | $6,958+86.8% | $6,282+106.9% | $5,287+145.9% |
| Admin fee / account holder | $2,423 | $11,765-79.4% | $9,324-74.0% | $10,132-76.1% |