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 | $401,358 | $179,726+123.3% | $156,263+156.8% | $142,382+181.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.52% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,863 | $5,069-63.2% | $4,333-57.0% | $4,299-56.7% |
| Participant deferral / active EE | $19,266 | $6,956+177.0% | $6,158+212.8% | $6,507+196.1% |
| Admin fee / account holder | $2,218 | $17,272-87.2% | $14,255-84.4% | $12,624-82.4% |