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 | $326,090 | $177,572+83.6% | $154,803+110.6% | $142,382+129.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,480 | $4,810-27.7% | $4,305-19.2% | $4,299-19.0% |
| Participant deferral / active EE | $4,466 | $6,272-28.8% | $5,540-19.4% | $6,507-31.4% |
| Admin fee / account holder | $1,083 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |