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 | $316,734 | $183,963+72.2% | $162,163+95.3% | $152,861+107.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 18.25% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,824 | $6,371-55.7% | $5,614-49.7% | $4,762-40.7% |
| Participant deferral / active EE | $10,271 | $8,034+27.8% | $7,298+40.7% | $5,850+75.6% |
| Admin fee / account holder | $1,673 | $13,121-87.3% | $10,843-84.6% | $11,596-85.6% |