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 | $350,163 | $165,335+111.8% | $149,696+133.9% | $158,922+120.3% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 13.86% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,426 | $5,103-32.9% | $4,644-26.2% | $4,761-28.0% |
| Participant deferral / active EE | $7,329 | $7,181+2.1% | $6,842+7.1% | $5,982+22.5% |
| Admin fee / account holder | $6,575 | $10,807-39.2% | $9,309-29.4% | $11,246-41.5% |