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 | $338,237 | $177,572+90.5% | $154,803+118.5% | $142,382+137.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.06% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,648 | $4,810+59.0% | $4,305+77.6% | $4,299+77.9% |
| Participant deferral / active EE | $4,902 | $6,272-21.8% | $5,540-11.5% | $6,507-24.7% |
| Admin fee / account holder | $3,210 | $16,786-80.9% | $14,329-77.6% | $12,624-74.6% |