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 | $397,178 | $154,117+157.7% | $129,995+205.5% | $139,434+184.9% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 14.20% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,496 | $5,289-33.9% | $4,320-19.1% | $4,751-26.4% |
| Participant deferral / active EE | $16,709 | $6,710+149.0% | $5,820+187.1% | $6,710+149.0% |
| Admin fee / account holder | $3,236 | $14,007-76.9% | $10,614-69.5% | $11,403-71.6% |