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 | $299,951 | $71,050+322.2% | $93,606+220.4% | $80,856+271.0% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.6%+11.1pp |
| Annual return | 22.38% | 11.26%+11.1pp | 133.20%-110.8pp | 35.59%-13.2pp |
| Employer contribution / active EE | $2,864 | $1,564+83.1% | $2,420+18.3% | $2,755+3.9% |
| Participant deferral / active EE | $4,663 | $4,034+15.6% | $4,411+5.7% | $4,296+8.6% |
| Admin fee / account holder | $2,376 | $6,945-65.8% | $8,285-71.3% | $6,918-65.7% |