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 | $304,686 | $74,888+306.9% | $71,209+327.9% | $142,382+114.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 14.18% | 345.14%-331.0pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,099 | $2,854+43.6% | $2,721+50.6% | $4,299-4.7% |
| Participant deferral / active EE | $7,369 | $4,454+65.4% | $4,175+76.5% | $6,507+13.2% |
| Admin fee / account holder | $12,397 | $5,568+122.6% | $5,349+131.8% | $12,624-1.8% |