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 | $271,201 | $179,726+50.9% | $156,263+73.6% | $142,382+90.5% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 13.06% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,346 | $5,069-14.3% | $4,333+0.3% | $4,299+1.1% |
| Participant deferral / active EE | $11,708 | $6,956+68.3% | $6,158+90.1% | $6,507+79.9% |
| Admin fee / account holder | $4,724 | $17,272-72.7% | $14,255-66.9% | $12,624-62.6% |