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 | $294,464 | $177,572+65.8% | $154,803+90.2% | $142,382+106.8% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 12.95% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,687 | $4,810-64.9% | $4,305-60.8% | $4,299-60.8% |
| Participant deferral / active EE | $3,688 | $6,272-41.2% | $5,540-33.4% | $6,507-43.3% |
| Admin fee / account holder | $7,735 | $16,786-53.9% | $14,329-46.0% | $12,624-38.7% |