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 | $294,707 | $114,381+157.7% | $107,525+174.1% | $142,382+107.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 12.23% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $10,749 | $4,015+167.7% | $3,754+186.4% | $4,299+150.0% |
| Participant deferral / active EE | $2,033 | $5,564-63.5% | $5,116-60.3% | $6,507-68.8% |
| Admin fee / account holder | $4,860 | $9,860-50.7% | $8,919-45.5% | $12,624-61.5% |