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 | $295,930 | $148,534+99.2% | $135,903+117.8% | $139,434+112.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 14.84% | 79.19%-64.3pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,646 | $5,243-30.5% | $4,856-24.9% | $4,751-23.3% |
| Participant deferral / active EE | $11,599 | $8,100+43.2% | $7,758+49.5% | $6,710+72.9% |
| Admin fee / account holder | $2,533 | $12,400-79.6% | $10,762-76.5% | $11,403-77.8% |