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 | $282,619 | $176,056+60.5% | $159,436+77.3% | $167,490+68.7% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 13.29% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,645 | $5,297-31.2% | $4,829-24.5% | $4,837-24.7% |
| Participant deferral / active EE | $11,778 | $7,750+52.0% | $7,352+60.2% | $6,341+85.7% |
| Admin fee / account holder | $4,444 | $12,554-64.6% | $10,799-58.8% | $12,309-63.9% |