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 | $298,044 | $159,602+86.7% | $150,045+98.6% | $142,382+109.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 21.67% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,166 | $4,961-16.0% | $4,693-11.2% | $4,299-3.1% |
| Participant deferral / active EE | $10,526 | $8,310+26.7% | $7,997+31.6% | $6,507+61.8% |
| Admin fee / account holder | $33,659 | $14,846+126.7% | $13,435+150.5% | $12,624+166.6% |