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 | $328,919 | $159,602+106.1% | $150,045+119.2% | $142,382+131.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.21% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,960 | $4,961+40.3% | $4,693+48.3% | $4,299+61.9% |
| Participant deferral / active EE | $7,586 | $8,310-8.7% | $7,997-5.1% | $6,507+16.6% |
| Admin fee / account holder | $3,015 | $14,846-79.7% | $13,435-77.6% | $12,624-76.1% |