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 | $399,091 | $148,534+168.7% | $135,903+193.7% | $139,434+186.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 16.59% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,135 | $5,243-40.2% | $4,856-35.4% | $4,751-34.0% |
| Participant deferral / active EE | $9,059 | $8,100+11.8% | $7,758+16.8% | $6,710+35.0% |
| Admin fee / account holder | $2,770 | $12,400-77.7% | $10,762-74.3% | $11,403-75.7% |