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 | $447,262 | $177,572+151.9% | $154,803+188.9% | $142,382+214.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.39% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,221 | $4,810-53.8% | $4,305-48.4% | $4,299-48.3% |
| Participant deferral / active EE | $6,475 | $6,272+3.2% | $5,540+16.9% | $6,507-0.5% |
| Admin fee / account holder | $8,288 | $16,786-50.6% | $14,329-42.2% | $12,624-34.3% |