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 | $254,979 | $110,257+131.3% | $96,544+164.1% | $139,434+82.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.43% | 26.32%-7.9pp | 25.84%-7.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $6,834 | $3,620+88.8% | $2,965+130.5% | $4,751+43.9% |
| Participant deferral / active EE | $4,894 | $5,548-11.8% | $4,851+0.9% | $6,710-27.1% |
| Admin fee / account holder | $520 | $11,591-95.5% | $8,252-93.7% | $11,403-95.4% |