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 | $334,092 | $159,602+109.3% | $150,045+122.7% | $142,382+134.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 15.54% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,863 | $4,961-62.5% | $4,693-60.3% | $4,299-56.7% |
| Participant deferral / active EE | $2,510 | $8,310-69.8% | $7,997-68.6% | $6,507-61.4% |
| Admin fee / account holder | $9,943 | $14,846-33.0% | $13,435-26.0% | $12,624-21.2% |