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 | $329,366 | $179,726+83.3% | $156,263+110.8% | $142,382+131.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 14.01% | 77.86%-63.8pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,120 | $5,069-58.2% | $4,333-51.1% | $4,299-50.7% |
| Participant deferral / active EE | $9,639 | $6,956+38.6% | $6,158+56.5% | $6,507+48.1% |
| Admin fee / account holder | $4,066 | $17,272-76.5% | $14,255-71.5% | $12,624-67.8% |