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 | $261,367 | $115,882+125.5% | $100,516+160.0% | $158,922+64.5% |
| Participation rate | 88.2% | 81.6%+6.7pp | 79.4%+8.8pp | 82.0%+6.3pp |
| Annual return | 19.81% | 34.79%-15.0pp | 30.89%-11.1pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,911 | $4,103-29.0% | $3,418-14.8% | $4,761-38.8% |
| Participant deferral / active EE | $8,582 | $6,674+28.6% | $6,270+36.9% | $5,982+43.5% |
| Admin fee / account holder | $1,248 | $10,995-88.6% | $8,081-84.6% | $11,246-88.9% |