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 | $306,164 | $177,572+72.4% | $154,803+97.8% | $142,382+115.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 17.03% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,910 | $4,810+22.9% | $4,305+37.3% | $4,299+37.5% |
| Participant deferral / active EE | $4,005 | $6,272-36.1% | $5,540-27.7% | $6,507-38.5% |
| Admin fee / account holder | $4,769 | $16,786-71.6% | $14,329-66.7% | $12,624-62.2% |