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 | $293,393 | $179,726+63.2% | $156,263+87.8% | $142,382+106.1% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 14.70% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,796 | $5,069-5.4% | $4,333+10.7% | $4,299+11.5% |
| Participant deferral / active EE | $9,565 | $6,956+37.5% | $6,158+55.3% | $6,507+47.0% |
| Admin fee / account holder | $61,327 | $17,272+255.1% | $14,255+330.2% | $12,624+385.8% |