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 | $270,885 | $159,602+69.7% | $150,045+80.5% | $142,382+90.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 14.05% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,401 | $4,961-31.4% | $4,693-27.5% | $4,299-20.9% |
| Participant deferral / active EE | $13,976 | $8,310+68.2% | $7,997+74.8% | $6,507+114.8% |
| Admin fee / account holder | $1,286 | $14,846-91.3% | $13,435-90.4% | $12,624-89.8% |