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 | $259,978 | $80,717+222.1% | $154,803+67.9% | $84,808+206.6% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 17.81% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,837 | $2,761+39.0% | $4,305-10.9% | $2,631+45.8% |
| Participant deferral / active EE | $7,099 | $3,303+114.9% | $5,540+28.1% | $4,212+68.6% |
| Admin fee / account holder | $1,231 | $6,746-81.8% | $14,329-91.4% | $7,344-83.2% |