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 | $354,685 | $154,117+130.1% | $129,995+172.8% | $139,434+154.4% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 16.94% | 32.48%-15.5pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,930 | $5,289-6.8% | $4,320+14.1% | $4,751+3.8% |
| Participant deferral / active EE | $5,837 | $6,710-13.0% | $5,820+0.3% | $6,710-13.0% |
| Admin fee / account holder | $18,620 | $14,007+32.9% | $10,614+75.4% | $11,403+63.3% |