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 | $299,300 | $94,338+217.3% | $100,534+197.7% | $142,382+110.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 13.71% | 29.20%-15.5pp | 32.66%-19.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,632 | $4,237-37.9% | $4,346-39.5% | $4,299-38.8% |
| Participant deferral / active EE | $8,076 | $5,934+36.1% | $6,144+31.5% | $6,507+24.1% |
| Admin fee / account holder | $1,352 | $8,421-83.9% | $7,654-82.3% | $12,624-89.3% |