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 | $345,208 | $114,381+201.8% | $107,525+221.0% | $142,382+142.5% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 13.89% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $8,396 | $4,015+109.1% | $3,754+123.7% | $4,299+95.3% |
| Participant deferral / active EE | $7,328 | $5,564+31.7% | $5,116+43.2% | $6,507+12.6% |
| Admin fee / account holder | $3,435 | $9,860-65.2% | $8,919-61.5% | $12,624-72.8% |