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 | $348,893 | $115,770+201.4% | $101,248+244.6% | $158,922+119.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 17.22% | 56.14%-38.9pp | 46.47%-29.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $5,835 | $4,175+39.8% | $3,660+59.4% | $4,761+22.6% |
| Participant deferral / active EE | $6,134 | $4,957+23.7% | $4,370+40.4% | $5,982+2.5% |
| Admin fee / account holder | $3,404 | $7,245-53.0% | $5,945-42.7% | $11,246-69.7% |