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 | $303,930 | $148,534+104.6% | $135,903+123.6% | $139,434+118.0% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 15.83% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,056 | $5,243-22.6% | $4,856-16.5% | $4,751-14.6% |
| Participant deferral / active EE | $9,230 | $8,100+13.9% | $7,758+19.0% | $6,710+37.5% |
| Admin fee / account holder | $2,980 | $12,400-76.0% | $10,762-72.3% | $11,403-73.9% |