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 | $327,729 | $162,781+101.3% | $133,956+144.7% | $158,922+106.2% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 14.30% | 41.94%-27.6pp | 45.09%-30.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,678 | $4,975-26.1% | $3,919-6.1% | $4,761-22.7% |
| Participant deferral / active EE | $3,519 | $5,911-40.5% | $5,048-30.3% | $5,982-41.2% |
| Admin fee / account holder | $6,238 | $11,736-46.9% | $8,927-30.1% | $11,246-44.5% |