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 | $313,969 | $228,332+37.5% | $185,823+69.0% | $158,922+97.6% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 12.44% | 40.80%-28.4pp | 35.95%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,176 | $4,967-56.2% | $4,087-46.8% | $4,761-54.3% |
| Participant deferral / active EE | $12,062 | $6,415+88.0% | $5,632+114.2% | $5,982+101.6% |
| Admin fee / account holder | $5,500 | $11,864-53.6% | $9,500-42.1% | $11,246-51.1% |