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 | $314,569 | $185,822+69.3% | $169,993+85.0% | $139,434+125.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.25% | 60.50%-39.3pp | 53.37%-32.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,320 | $7,590-43.1% | $6,785-36.3% | $4,751-9.1% |
| Participant deferral / active EE | $9,687 | $11,622-16.7% | $10,408-6.9% | $6,710+44.4% |
| Admin fee / account holder | $5,315 | $15,381-65.4% | $12,815-58.5% | $11,403-53.4% |