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 | $413,108 | $114,381+261.2% | $107,525+284.2% | $142,382+190.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 15.17% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,963 | $4,015+48.5% | $3,754+58.9% | $4,299+38.7% |
| Participant deferral / active EE | $10,051 | $5,564+80.6% | $5,116+96.5% | $6,507+54.5% |
| Admin fee / account holder | $1,782 | $9,860-81.9% | $8,919-80.0% | $12,624-85.9% |