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 | $347,655 | $124,319+179.6% | $111,297+212.4% | $167,490+107.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 24.69% | 37.44%-12.7pp | 54.65%-30.0pp | 478.56%-453.9pp |
| Employer contribution / active EE | $3,475 | $3,435+1.2% | $2,731+27.3% | $4,837-28.2% |
| Participant deferral / active EE | $9,353 | $5,180+80.5% | $4,487+108.4% | $6,341+47.5% |
| Admin fee / account holder | $41,237 | $10,618+288.4% | $7,964+417.8% | $12,309+235.0% |