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 | $290,306 | $159,602+81.9% | $150,045+93.5% | $142,382+103.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 14.38% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,909 | $4,961-41.4% | $4,693-38.0% | $4,299-32.3% |
| Participant deferral / active EE | $8,666 | $8,310+4.3% | $7,997+8.4% | $6,507+33.2% |
| Admin fee / account holder | $99,716 | $14,846+571.7% | $13,435+642.2% | $12,624+689.9% |