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 | $408,194 | $183,519+122.4% | $155,509+162.5% | $145,922+179.7% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 16.27% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,188 | $5,313-58.8% | $4,672-53.2% | $4,660-53.0% |
| Participant deferral / active EE | $10,235 | $6,462+58.4% | $5,626+81.9% | $6,688+53.0% |
| Admin fee / account holder | $4,372 | $19,313-77.4% | $15,912-72.5% | $13,397-67.4% |