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 | $278,991 | $148,534+87.8% | $135,903+105.3% | $139,434+100.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.84% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $5,391 | $5,243+2.8% | $4,856+11.0% | $4,751+13.5% |
| Participant deferral / active EE | $18,812 | $8,100+132.2% | $7,758+142.5% | $6,710+180.3% |
| Admin fee / account holder | $4,403 | $12,400-64.5% | $10,762-59.1% | $11,403-61.4% |