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 | $290,139 | $148,534+95.3% | $135,903+113.5% | $139,434+108.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 12.60% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,926 | $5,243-6.1% | $4,856+1.4% | $4,751+3.7% |
| Participant deferral / active EE | $13,057 | $8,100+61.2% | $7,758+68.3% | $6,710+94.6% |
| Admin fee / account holder | $4,258 | $12,400-65.7% | $10,762-60.4% | $11,403-62.7% |