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 | $258,956 | $115,770+123.7% | $101,248+155.8% | $158,922+62.9% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 21.89% | 56.14%-34.2pp | 46.47%-24.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,336 | $4,175-20.1% | $3,660-8.8% | $4,761-29.9% |
| Participant deferral / active EE | $12,146 | $4,957+145.0% | $4,370+177.9% | $5,982+103.0% |
| Admin fee / account holder | $5,426 | $7,245-25.1% | $5,945-8.7% | $11,246-51.7% |