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 | $333,795 | $177,572+88.0% | $154,803+115.6% | $142,382+134.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8,031 | $4,810+66.9% | $4,305+86.5% | $4,299+86.8% |
| Participant deferral / active EE | $9,297 | $6,272+48.2% | $5,540+67.8% | $6,507+42.9% |
| Admin fee / account holder | $3,860 | $16,786-77.0% | $14,329-73.1% | $12,624-69.4% |