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 | $390,215 | $176,377+121.2% | $134,143+190.9% | $158,922+145.5% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 13.39% | 63.63%-50.2pp | 36.33%-22.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $5,944 | $5,040+17.9% | $3,704+60.5% | $4,761+24.8% |
| Participant deferral / active EE | $6,862 | $4,091+67.7% | $3,499+96.1% | $5,982+14.7% |
| Admin fee / account holder | $4,521 | $8,718-48.1% | $6,684-32.4% | $11,246-59.8% |