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 | $316,373 | $100,773+213.9% | $88,946+255.7% | $142,382+122.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 17.57% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,413 | $2,918+154.1% | $2,555+190.2% | $4,299+72.4% |
| Participant deferral / active EE | $14,332 | $5,230+174.0% | $4,581+212.8% | $6,507+120.2% |
| Admin fee / account holder | $3,163 | $9,693-67.4% | $8,261-61.7% | $12,624-74.9% |