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 | $343,467 | $148,534+131.2% | $135,903+152.7% | $139,434+146.3% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 28.60% | 79.19%-50.6pp | 68.23%-39.6pp | 372.94%-344.3pp |
| Employer contribution / active EE | $3,388 | $5,243-35.4% | $4,856-30.2% | $4,751-28.7% |
| Participant deferral / active EE | $8,237 | $8,100+1.7% | $7,758+6.2% | $6,710+22.7% |
| Admin fee / account holder | $25,791 | $12,400+108.0% | $10,762+139.6% | $11,403+126.2% |