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 | $332,698 | $152,587+118.0% | $125,175+165.8% | $152,861+117.6% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 17.27% | 54.84%-37.6pp | 43.79%-26.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $4,423 | $4,946-10.6% | $3,865+14.4% | $4,762-7.1% |
| Participant deferral / active EE | $4,055 | $5,868-30.9% | $4,937-17.9% | $5,850-30.7% |
| Admin fee / account holder | $84,090 | $13,434+525.9% | $9,702+766.7% | $11,596+625.1% |