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 | $394,910 | $152,587+158.8% | $125,175+215.5% | $152,861+158.3% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 25.25% | 54.84%-29.6pp | 43.79%-18.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,913 | $4,946-61.3% | $3,865-50.5% | $4,762-59.8% |
| Participant deferral / active EE | $7,473 | $5,868+27.4% | $4,937+51.4% | $5,850+27.7% |
| Admin fee / account holder | $2,382 | $13,434-82.3% | $9,702-75.4% | $11,596-79.5% |