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 | $378,411 | $124,281+204.5% | $109,143+246.7% | $167,490+125.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 15.31% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,211 | $4,207-23.7% | $3,722-13.7% | $4,837-33.6% |
| Participant deferral / active EE | $8,262 | $5,255+57.2% | $4,653+77.6% | $6,341+30.3% |
| Admin fee / account holder | $1,441 | $7,970-81.9% | $6,752-78.7% | $12,309-88.3% |