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 | $444,109 | $112,096+296.2% | $95,952+362.8% | $158,922+179.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 24.45% | 171.09%-146.6pp | 91.61%-67.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $4,423 | $3,198+38.3% | $2,541+74.1% | $4,761-7.1% |
| Participant deferral / active EE | $6,046 | $4,784+26.4% | $4,167+45.1% | $5,982+1.1% |
| Admin fee / account holder | $1,467 | $10,130-85.5% | $6,795-78.4% | $11,246-87.0% |