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 | $333,487 | $114,381+191.6% | $107,525+210.1% | $142,382+134.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.86% | 242.71%-226.8pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $16,042 | $4,015+299.6% | $3,754+327.4% | $4,299+273.1% |
| Participant deferral / active EE | $8,657 | $5,564+55.6% | $5,116+69.2% | $6,507+33.0% |
| Admin fee / account holder | $2,006 | $9,860-79.7% | $8,919-77.5% | $12,624-84.1% |