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 5-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 | $366,056 | $148,534+146.4% | $135,903+169.4% | $139,434+162.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.08% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,669 | $5,243-30.0% | $4,856-24.4% | $4,751-22.8% |
| Participant deferral / active EE | $7,338 | $8,100-9.4% | $7,758-5.4% | $6,710+9.4% |
| Admin fee / account holder | $58,306 | $12,400+370.2% | $10,762+441.8% | $11,403+411.3% |