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 | $332,387 | $93,571+255.2% | $135,903+144.6% | $75,163+342.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 19.82% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $3,854 | $3,537+9.0% | $4,856-20.6% | $2,670+44.4% |
| Participant deferral / active EE | $13,968 | $6,404+118.1% | $7,758+80.1% | $4,125+238.6% |
| Admin fee / account holder | $749 | $6,975-89.3% | $10,762-93.0% | $5,651-86.8% |