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 | $377,099 | $177,572+112.4% | $154,803+143.6% | $142,382+164.8% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 18.52% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,399 | $4,810-50.1% | $4,305-44.3% | $4,299-44.2% |
| Participant deferral / active EE | $8,190 | $6,272+30.6% | $5,540+47.8% | $6,507+25.9% |
| Admin fee / account holder | $2,520 | $16,786-85.0% | $14,329-82.4% | $12,624-80.0% |