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 | $352,857 | $157,256+124.4% | $141,162+150.0% | $152,861+130.8% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 20.50% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,413 | $5,261+2.9% | $4,735+14.3% | $4,762+13.7% |
| Participant deferral / active EE | $4,753 | $7,109-33.1% | $6,709-29.2% | $5,850-18.8% |
| Admin fee / account holder | $3,591 | $12,120-70.4% | $10,261-65.0% | $11,596-69.0% |