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 | $315,817 | $148,534+112.6% | $135,903+132.4% | $139,434+126.5% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 15.78% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,947 | $5,243-43.8% | $4,856-39.3% | $4,751-38.0% |
| Participant deferral / active EE | $10,485 | $8,100+29.4% | $7,758+35.2% | $6,710+56.3% |
| Admin fee / account holder | $881 | $12,400-92.9% | $10,762-91.8% | $11,403-92.3% |