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 | $296,470 | $159,602+85.8% | $150,045+97.6% | $142,382+108.2% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 15.88% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,794 | $4,961-23.5% | $4,693-19.2% | $4,299-11.8% |
| Participant deferral / active EE | $12,752 | $8,310+53.5% | $7,997+59.5% | $6,507+96.0% |
| Admin fee / account holder | $6,747 | $14,846-54.6% | $13,435-49.8% | $12,624-46.6% |