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 | $278,517 | $159,602+74.5% | $150,045+85.6% | $142,382+95.6% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 14.10% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,023 | $4,961-18.9% | $4,693-14.3% | $4,299-6.4% |
| Participant deferral / active EE | $8,157 | $8,310-1.8% | $7,997+2.0% | $6,507+25.4% |
| Admin fee / account holder | $1,389 | $14,846-90.6% | $13,435-89.7% | $12,624-89.0% |