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 | $311,547 | $148,534+109.7% | $135,903+129.2% | $139,434+123.4% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 14.44% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,721 | $5,243-48.1% | $4,856-44.0% | $4,751-42.7% |
| Participant deferral / active EE | $8,633 | $8,100+6.6% | $7,758+11.3% | $6,710+28.7% |
| Admin fee / account holder | $13,070 | $12,400+5.4% | $10,762+21.4% | $11,403+14.6% |