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 | $404,819 | $162,781+148.7% | $133,956+202.2% | $158,922+154.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 6.70% | 41.94%-35.2pp | 45.09%-38.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $4,001 | $4,975-19.6% | $3,919+2.1% | $4,761-16.0% |
| Participant deferral / active EE | $10,443 | $5,911+76.7% | $5,048+106.9% | $5,982+74.6% |
| Admin fee / account holder | $7,342 | $11,736-37.4% | $8,927-17.8% | $11,246-34.7% |