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 | $293,696 | $114,381+156.8% | $107,525+173.1% | $142,382+106.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 14.91% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,785 | $4,015+19.2% | $3,754+27.5% | $4,299+11.3% |
| Participant deferral / active EE | $14,726 | $5,564+164.7% | $5,116+187.9% | $6,507+126.3% |
| Admin fee / account holder | $3,898 | $9,860-60.5% | $8,919-56.3% | $12,624-69.1% |