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 | $252,268 | $152,587+65.3% | $125,175+101.5% | $152,861+65.0% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 20.48% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,335 | $4,946-32.6% | $3,865-13.7% | $4,762-30.0% |
| Participant deferral / active EE | $2,743 | $5,868-53.3% | $4,937-44.4% | $5,850-53.1% |
| Admin fee / account holder | $83,198 | $13,434+519.3% | $9,702+757.5% | $11,596+617.4% |