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 | $401,709 | $179,726+123.5% | $156,263+157.1% | $142,382+182.1% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 16.75% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,784 | $5,069-45.1% | $4,333-35.8% | $4,299-35.2% |
| Participant deferral / active EE | $7,281 | $6,956+4.7% | $6,158+18.2% | $6,507+11.9% |
| Admin fee / account holder | $4,397 | $17,272-74.5% | $14,255-69.2% | $12,624-65.2% |