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 | $275,129 | $167,484+64.3% | $151,611+81.5% | $134,475+104.6% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -19.30% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $13,387 | $6,829+96.0% | $6,166+117.1% | $4,740+182.5% |
| Participant deferral / active EE | $11,911 | $8,986+32.6% | $8,363+42.4% | $6,400+86.1% |
| Admin fee / account holder | $13,194 | $13,783-4.3% | $11,616+13.6% | $11,426+15.5% |