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 | $338,049 | $162,781+107.7% | $133,956+152.4% | $158,922+112.7% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 20.03% | 41.94%-21.9pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,390 | $4,975-72.1% | $3,919-64.5% | $4,761-70.8% |
| Participant deferral / active EE | $5,990 | $5,911+1.3% | $5,048+18.7% | $5,982+0.1% |
| Admin fee / account holder | $4,039 | $11,736-65.6% | $8,927-54.8% | $11,246-64.1% |