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 | $384,785 | $114,381+236.4% | $107,525+257.9% | $142,382+170.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 13.92% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,767 | $4,015-6.2% | $3,754+0.4% | $4,299-12.4% |
| Participant deferral / active EE | $4,192 | $5,564-24.7% | $5,116-18.0% | $6,507-35.6% |
| Admin fee / account holder | $10,274 | $9,860+4.2% | $8,919+15.2% | $12,624-18.6% |