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 | $376,966 | $214,378+75.8% | $200,582+87.9% | $142,382+164.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 14.88% | 46.41%-31.5pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,878 | $6,841-72.6% | $6,419-70.7% | $4,299-56.3% |
| Participant deferral / active EE | $15,166 | $9,865+53.7% | $9,331+62.5% | $6,507+133.1% |
| Admin fee / account holder | $3,452 | $17,692-80.5% | $16,305-78.8% | $12,624-72.7% |