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 | $364,043 | $159,602+128.1% | $150,045+142.6% | $142,382+155.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 18.00% | 70.24%-52.2pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,120 | $4,961-37.1% | $4,693-33.5% | $4,299-27.4% |
| Participant deferral / active EE | $10,093 | $8,310+21.4% | $7,997+26.2% | $6,507+55.1% |
| Admin fee / account holder | $1,110 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |