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 | $335,231 | $159,602+110.0% | $150,045+123.4% | $142,382+135.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 17.78% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,325 | $4,961-53.1% | $4,693-50.5% | $4,299-45.9% |
| Participant deferral / active EE | $8,753 | $8,310+5.3% | $7,997+9.5% | $6,507+34.5% |
| Admin fee / account holder | $7,295 | $14,846-50.9% | $13,435-45.7% | $12,624-42.2% |