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 | $285,009 | $162,781+75.1% | $133,956+112.8% | $158,922+79.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 23.28% | 41.94%-18.7pp | 45.09%-21.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $4,826 | $4,975-3.0% | $3,919+23.2% | $4,761+1.4% |
| Participant deferral / active EE | $9,163 | $5,911+55.0% | $5,048+81.5% | $5,982+53.2% |
| Admin fee / account holder | $1,323 | $11,736-88.7% | $8,927-85.2% | $11,246-88.2% |