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 | $306,072 | $148,534+106.1% | $135,903+125.2% | $139,434+119.5% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 17.37% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,260 | $5,243+0.3% | $4,856+8.3% | $4,751+10.7% |
| Participant deferral / active EE | $9,552 | $8,100+17.9% | $7,758+23.1% | $6,710+42.3% |
| Admin fee / account holder | $3,033 | $12,400-75.5% | $10,762-71.8% | $11,403-73.4% |