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 | $280,187 | $176,812+58.5% | $146,665+91.0% | $167,490+67.3% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 18.58% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,752 | $5,160-46.7% | $4,136-33.5% | $4,837-43.1% |
| Participant deferral / active EE | $4,621 | $6,440-28.2% | $5,506-16.1% | $6,341-27.1% |
| Admin fee / account holder | $963 | $13,259-92.7% | $10,280-90.6% | $12,309-92.2% |