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 | $381,469 | $159,602+139.0% | $150,045+154.2% | $142,382+167.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.28% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,344 | $4,961-32.6% | $4,693-28.8% | $4,299-22.2% |
| Participant deferral / active EE | $10,999 | $8,310+32.4% | $7,997+37.5% | $6,507+69.0% |
| Admin fee / account holder | $3,262 | $14,846-78.0% | $13,435-75.7% | $12,624-74.2% |