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 | $429,374 | $183,519+134.0% | $155,509+176.1% | $145,922+194.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.36% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $6,736 | $5,313+26.8% | $4,672+44.2% | $4,660+44.6% |
| Participant deferral / active EE | $8,714 | $6,462+34.8% | $5,626+54.9% | $6,688+30.3% |
| Admin fee / account holder | $1,720 | $19,313-91.1% | $15,912-89.2% | $13,397-87.2% |