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 | $382,014 | $177,572+115.1% | $154,803+146.8% | $142,382+168.3% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 16.82% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,174 | $4,810-54.8% | $4,305-49.5% | $4,299-49.4% |
| Participant deferral / active EE | $9,339 | $6,272+48.9% | $5,540+68.6% | $6,507+43.5% |
| Admin fee / account holder | $14,128 | $16,786-15.8% | $14,329-1.4% | $12,624+11.9% |