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 | $257,453 | $124,319+107.1% | $111,297+131.3% | $167,490+53.7% |
| Participation rate | 78.6% | 79.6%-1.0pp | 77.3%+1.3pp | 82.1%-3.5pp |
| Annual return | 22.01% | 37.44%-15.4pp | 54.65%-32.6pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,345 | $3,435-60.9% | $2,731-50.8% | $4,837-72.2% |
| Participant deferral / active EE | $2,115 | $5,180-59.2% | $4,487-52.9% | $6,341-66.6% |
| Admin fee / account holder | $10,224 | $10,618-3.7% | $7,964+28.4% | $12,309-16.9% |