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 | $303,322 | $159,602+90.0% | $150,045+102.2% | $142,382+113.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.54% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,854 | $4,961-22.3% | $4,693-17.9% | $4,299-10.3% |
| Participant deferral / active EE | $12,947 | $8,310+55.8% | $7,997+61.9% | $6,507+99.0% |
| Admin fee / account holder | $18,316 | $14,846+23.4% | $13,435+36.3% | $12,624+45.1% |