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 | $322,266 | $177,572+81.5% | $154,803+108.2% | $142,382+126.3% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 17.91% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $6,520 | $4,810+35.5% | $4,305+51.4% | $4,299+51.6% |
| Participant deferral / active EE | $2,773 | $6,272-55.8% | $5,540-50.0% | $6,507-57.4% |
| Admin fee / account holder | $3,891 | $16,786-76.8% | $14,329-72.8% | $12,624-69.2% |