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 | $323,943 | $127,065+154.9% | $113,168+186.3% | $142,382+127.5% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 16.28% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,804 | $3,442+126.7% | $2,975+162.3% | $4,299+81.5% |
| Participant deferral / active EE | $4,869 | $5,716-14.8% | $5,107-4.7% | $6,507-25.2% |
| Admin fee / account holder | $2,330 | $15,736-85.2% | $12,068-80.7% | $12,624-81.5% |