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 | $371,343 | $228,332+62.6% | $185,823+99.8% | $158,922+133.7% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 23.37% | 40.80%-17.4pp | 35.95%-12.6pp | 302.83%-279.5pp |
| Employer contribution / active EE | $10,005 | $4,967+101.4% | $4,087+144.8% | $4,761+110.1% |
| Participant deferral / active EE | $7,569 | $6,415+18.0% | $5,632+34.4% | $5,982+26.5% |
| Admin fee / account holder | $30,052 | $11,864+153.3% | $9,500+216.3% | $11,246+167.2% |