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 | $397,912 | $165,984+139.7% | $164,813+141.4% | $145,922+172.7% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.6%+8.4pp | 80.3%+6.7pp |
| Annual return | 10.49% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,878 | $5,273-45.4% | $4,341-33.7% | $4,660-38.2% |
| Participant deferral / active EE | $15,415 | $6,959+121.5% | $6,031+155.6% | $6,688+130.5% |
| Admin fee / account holder | $35,649 | $16,648+114.1% | $12,690+180.9% | $13,397+166.1% |