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 | $339,375 | $135,952+149.6% | $123,892+173.9% | $273,961+23.9% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,172 | $5,170-58.0% | $4,617-53.0% | $4,869-55.4% |
| Participant deferral / active EE | $7,616 | $6,343+20.1% | $5,984+27.3% | $5,287+44.0% |
| Admin fee / account holder | $630 | $9,817-93.6% | $8,357-92.5% | $10,132-93.8% |