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 | $323,630 | $179,726+80.1% | $156,263+107.1% | $142,382+127.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 16.06% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,593 | $5,069-68.6% | $4,333-63.2% | $4,299-63.0% |
| Participant deferral / active EE | $3,527 | $6,956-49.3% | $6,158-42.7% | $6,507-45.8% |
| Admin fee / account holder | $68,252 | $17,272+295.2% | $14,255+378.8% | $12,624+440.7% |