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 | $402,493 | $177,572+126.7% | $154,803+160.0% | $142,382+182.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 24.75% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $16,652 | $4,810+246.2% | $4,305+286.8% | $4,299+287.3% |
| Participant deferral / active EE | $5,393 | $6,272-14.0% | $5,540-2.7% | $6,507-17.1% |
| Admin fee / account holder | $607 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |