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 | $341,001 | $157,256+116.8% | $141,162+141.6% | $152,861+123.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 21.02% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,101 | $5,261-79.1% | $4,735-76.7% | $4,762-76.9% |
| Participant deferral / active EE | $9,706 | $7,109+36.5% | $6,709+44.7% | $5,850+65.9% |
| Admin fee / account holder | $38,118 | $12,120+214.5% | $10,261+271.5% | $11,596+228.7% |