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 | $286,763 | $93,571+206.5% | $135,903+111.0% | $75,163+281.5% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 16.69% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,084 | $3,537-12.8% | $4,856-36.5% | $2,670+15.5% |
| Participant deferral / active EE | $13,949 | $6,404+117.8% | $7,758+79.8% | $4,125+238.1% |
| Admin fee / account holder | $2,435 | $6,975-65.1% | $10,762-77.4% | $5,651-56.9% |