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 | $352,081 | $177,572+98.3% | $154,803+127.4% | $142,382+147.3% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,193 | $4,810-33.6% | $4,305-25.8% | $4,299-25.7% |
| Participant deferral / active EE | $6,645 | $6,272+6.0% | $5,540+19.9% | $6,507+2.1% |
| Admin fee / account holder | $2,315 | $16,786-86.2% | $14,329-83.8% | $12,624-81.7% |