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 | $315,471 | $177,572+77.7% | $154,803+103.8% | $142,382+121.6% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 17.64% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,866 | $4,810-19.6% | $4,305-10.2% | $4,299-10.1% |
| Participant deferral / active EE | $8,452 | $6,272+34.8% | $5,540+52.6% | $6,507+29.9% |
| Admin fee / account holder | $5,131 | $16,786-69.4% | $14,329-64.2% | $12,624-59.4% |