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 | $288,138 | $157,256+83.2% | $141,162+104.1% | $152,861+88.5% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 22.01% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,119 | $5,261-59.7% | $4,735-55.2% | $4,762-55.5% |
| Participant deferral / active EE | $7,041 | $7,109-1.0% | $6,709+4.9% | $5,850+20.3% |
| Admin fee / account holder | $878 | $12,120-92.8% | $10,261-91.4% | $11,596-92.4% |