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 | $343,419 | $159,602+115.2% | $150,045+128.9% | $142,382+141.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.54% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $7,063 | $4,961+42.4% | $4,693+50.5% | $4,299+64.3% |
| Participant deferral / active EE | $19,212 | $8,310+131.2% | $7,997+140.2% | $6,507+195.2% |
| Admin fee / account holder | $9,362 | $14,846-36.9% | $13,435-30.3% | $12,624-25.8% |