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 | $266,823 | $111,754+138.8% | $103,333+158.2% | $145,922+82.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.41% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,883 | $4,212-31.6% | $3,868-25.5% | $4,660-38.1% |
| Participant deferral / active EE | $6,056 | $5,619+7.8% | $5,057+19.7% | $6,688-9.4% |
| Admin fee / account holder | $19,891 | $9,750+104.0% | $8,355+138.1% | $13,397+48.5% |