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 | $373,806 | $95,266+292.4% | $82,389+353.7% | $142,382+162.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | 11.90% | 25.74%-13.8pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $11,765 | $2,991+293.3% | $2,517+367.4% | $4,299+173.7% |
| Participant deferral / active EE | $4,882 | $4,809+1.5% | $4,155+17.5% | $6,507-25.0% |
| Admin fee / account holder | $33,670 | $8,563+293.2% | $7,231+365.7% | $12,624+166.7% |