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 | $288,773 | $124,319+132.3% | $111,297+159.5% | $167,490+72.4% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 9.28% | 37.44%-28.2pp | 54.65%-45.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,285 | $5,180+21.3% | $4,487+40.1% | $6,341-0.9% |
| Admin fee / account holder | $13,101 | $10,618+23.4% | $7,964+64.5% | $12,309+6.4% |