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 | $337,585 | $214,378+57.5% | $200,582+68.3% | $142,382+137.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.31% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,490 | $6,841-78.2% | $6,419-76.8% | $4,299-65.3% |
| Participant deferral / active EE | $6,623 | $9,865-32.9% | $9,331-29.0% | $6,507+1.8% |
| Admin fee / account holder | $3,788 | $17,692-78.6% | $16,305-76.8% | $12,624-70.0% |