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 | $286,670 | $107,334+167.1% | $92,893+208.6% | $152,861+87.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 16.47% | 145.58%-129.1pp | 109.41%-92.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $4,202 | $4,221-0.5% | $3,653+15.0% | $4,762-11.8% |
| Participant deferral / active EE | $11,467 | $4,845+136.7% | $4,236+170.7% | $5,850+96.0% |
| Admin fee / account holder | $10,120 | $7,079+43.0% | $5,794+74.7% | $11,596-12.7% |