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 | $361,718 | $100,773+258.9% | $88,946+306.7% | $142,382+154.0% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 14.89% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,979 | $2,918-32.2% | $2,555-22.5% | $4,299-54.0% |
| Participant deferral / active EE | $7,281 | $5,230+39.2% | $4,581+58.9% | $6,507+11.9% |
| Admin fee / account holder | $5,562 | $9,693-42.6% | $8,261-32.7% | $12,624-55.9% |