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 | $277,744 | $159,602+74.0% | $150,045+85.1% | $142,382+95.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 20.28% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,969 | $4,961-20.0% | $4,693-15.4% | $4,299-7.7% |
| Participant deferral / active EE | $8,067 | $8,310-2.9% | $7,997+0.9% | $6,507+24.0% |
| Admin fee / account holder | $1,450 | $14,846-90.2% | $13,435-89.2% | $12,624-88.5% |