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 | $338,041 | $124,281+172.0% | $109,143+209.7% | $167,490+101.8% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 12.03% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,433 | $4,207-18.4% | $3,722-7.8% | $4,837-29.0% |
| Participant deferral / active EE | $7,240 | $5,255+37.8% | $4,653+55.6% | $6,341+14.2% |
| Admin fee / account holder | $6,058 | $7,970-24.0% | $6,752-10.3% | $12,309-50.8% |