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 | $322,360 | $185,822+73.5% | $169,993+89.6% | $139,434+131.2% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 12.62% | 60.50%-47.9pp | 53.37%-40.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,318 | $7,590-69.5% | $6,785-65.8% | $4,751-51.2% |
| Participant deferral / active EE | $4,763 | $11,622-59.0% | $10,408-54.2% | $6,710-29.0% |
| Admin fee / account holder | $11,112 | $15,381-27.8% | $12,815-13.3% | $11,403-2.5% |