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 | $278,067 | $159,602+74.2% | $150,045+85.3% | $142,382+95.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 12.50% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,423 | $4,961-51.2% | $4,693-48.4% | $4,299-43.6% |
| Participant deferral / active EE | $7,849 | $8,310-5.5% | $7,997-1.9% | $6,507+20.6% |
| Admin fee / account holder | $6,034 | $14,846-59.4% | $13,435-55.1% | $12,624-52.2% |