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 | $255,319 | $93,571+172.9% | $135,903+87.9% | $75,163+239.7% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 18.45% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,075 | $3,537-69.6% | $4,856-77.9% | $2,670-59.7% |
| Participant deferral / active EE | $8,055 | $6,404+25.8% | $7,758+3.8% | $4,125+95.3% |
| Admin fee / account holder | $1,556 | $6,975-77.7% | $10,762-85.5% | $5,651-72.5% |