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 | $280,002 | $159,602+75.4% | $150,045+86.6% | $142,382+96.7% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 17.79% | 70.24%-52.4pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,529 | $4,961-49.0% | $4,693-46.1% | $4,299-41.2% |
| Participant deferral / active EE | $10,479 | $8,310+26.1% | $7,997+31.0% | $6,507+61.0% |
| Admin fee / account holder | $330 | $14,846-97.8% | $13,435-97.5% | $12,624-97.4% |