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 | $283,625 | $115,770+145.0% | $101,248+180.1% | $158,922+78.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.10% | 56.14%-41.0pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $7,040 | $4,175+68.7% | $3,660+92.4% | $4,761+47.9% |
| Participant deferral / active EE | $8,663 | $4,957+74.7% | $4,370+98.2% | $5,982+44.8% |
| Admin fee / account holder | $1,198 | $7,245-83.5% | $5,945-79.9% | $11,246-89.3% |