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 | $311,218 | $74,888+315.6% | $71,209+337.0% | $142,382+118.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.38% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,293 | $2,854-19.7% | $2,721-15.7% | $4,299-46.7% |
| Participant deferral / active EE | $4,232 | $4,454-5.0% | $4,175+1.3% | $6,507-35.0% |
| Admin fee / account holder | $129,259 | $5,568+2221.3% | $5,349+2316.6% | $12,624+923.9% |