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 | $324,439 | $179,726+80.5% | $156,263+107.6% | $142,382+127.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 16.95% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,353 | $5,069-53.6% | $4,333-45.7% | $4,299-45.3% |
| Participant deferral / active EE | $6,951 | $6,956-0.1% | $6,158+12.9% | $6,507+6.8% |
| Admin fee / account holder | $1,373 | $17,272-92.1% | $14,255-90.4% | $12,624-89.1% |