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 | $370,798 | $104,974+253.2% | $95,585+287.9% | $142,382+160.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.45% | 210.33%-191.9pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,675 | $2,779-3.7% | $2,527+5.9% | $4,299-37.8% |
| Participant deferral / active EE | $7,828 | $4,352+79.9% | $4,023+94.6% | $6,507+20.3% |
| Admin fee / account holder | $190,403 | $6,386+2881.5% | $6,127+3007.4% | $12,624+1408.3% |