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 | $373,183 | $238,490+56.5% | $180,183+107.1% | $142,382+162.1% |
| Participation rate | 93.8% | 82.3%+11.5pp | 77.4%+16.3pp | 80.1%+13.6pp |
| Annual return | 12.58% | 33.56%-21.0pp | 27.86%-15.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,532 | $6,143-26.2% | $5,039-10.1% | $4,299+5.4% |
| Participant deferral / active EE | $11,486 | $7,996+43.6% | $6,822+68.4% | $6,507+76.5% |
| Admin fee / account holder | $19,198 | $28,866-33.5% | $19,975-3.9% | $12,624+52.1% |