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 | $286,852 | $80,717+255.4% | $154,803+85.3% | $84,808+238.2% |
| Participation rate | 72.4% | 66.8%+5.6pp | 78.1%-5.7pp | 68.3%+4.1pp |
| Annual return | 15.82% | 37.96%-22.1pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,054 | $2,761-25.6% | $4,305-52.3% | $2,631-21.9% |
| Participant deferral / active EE | $5,561 | $3,303+68.3% | $5,540+0.4% | $4,212+32.0% |
| Admin fee / account holder | $5,214 | $6,746-22.7% | $14,329-63.6% | $7,344-29.0% |