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 | $432,167 | $115,770+273.3% | $101,248+326.8% | $158,922+171.9% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 25.67% | 56.14%-30.5pp | 46.47%-20.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,986 | $4,175-28.5% | $3,660-18.4% | $4,761-37.3% |
| Participant deferral / active EE | $9,436 | $4,957+90.4% | $4,370+115.9% | $5,982+57.7% |
| Admin fee / account holder | $9,046 | $7,245+24.9% | $5,945+52.1% | $11,246-19.6% |