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 | $256,302 | $157,256+63.0% | $141,162+81.6% | $152,861+67.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.09% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,893 | $5,261-26.0% | $4,735-17.8% | $4,762-18.3% |
| Participant deferral / active EE | $8,995 | $7,109+26.5% | $6,709+34.1% | $5,850+53.8% |
| Admin fee / account holder | $7,603 | $12,120-37.3% | $10,261-25.9% | $11,596-34.4% |