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 | $281,028 | $179,726+56.4% | $156,263+79.8% | $142,382+97.4% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 15.59% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,829 | $5,069+15.0% | $4,333+34.5% | $4,299+35.6% |
| Participant deferral / active EE | $12,140 | $6,956+74.5% | $6,158+97.1% | $6,507+86.6% |
| Admin fee / account holder | $4,439 | $17,272-74.3% | $14,255-68.9% | $12,624-64.8% |