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 | $265,640 | $148,534+78.8% | $135,903+95.5% | $139,434+90.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 22.83% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $9,592 | $5,243+83.0% | $4,856+97.5% | $4,751+101.9% |
| Participant deferral / active EE | $12,156 | $8,100+50.1% | $7,758+56.7% | $6,710+81.2% |
| Admin fee / account holder | $2,350 | $12,400-81.0% | $10,762-78.2% | $11,403-79.4% |