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 | $312,559 | $112,881+176.9% | $90,951+243.7% | $158,922+96.7% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 14.32% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $6,689 | $2,893+131.2% | $2,122+215.2% | $4,761+40.5% |
| Participant deferral / active EE | $8,228 | $4,128+99.4% | $3,373+144.0% | $5,982+37.5% |
| Admin fee / account holder | $32,534 | $8,041+304.6% | $5,959+446.0% | $11,246+189.3% |