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 | $304,581 | $227,553+33.9% | $189,557+60.7% | $167,490+81.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 10.50% | 78.40%-67.9pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,477 | $5,316-34.6% | $4,412-21.2% | $4,837-28.1% |
| Participant deferral / active EE | $10,273 | $7,002+46.7% | $6,174+66.4% | $6,341+62.0% |
| Admin fee / account holder | $49,910 | $11,878+320.2% | $9,807+408.9% | $12,309+305.5% |