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 | $336,613 | $214,378+57.0% | $200,582+67.8% | $142,382+136.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 14.70% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $9,400 | $6,841+37.4% | $6,419+46.5% | $4,299+118.7% |
| Participant deferral / active EE | $7,841 | $9,865-20.5% | $9,331-16.0% | $6,507+20.5% |
| Admin fee / account holder | $1,192 | $17,692-93.3% | $16,305-92.7% | $12,624-90.6% |