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 | $328,660 | $148,534+121.3% | $135,903+141.8% | $139,434+135.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 18.88% | 79.19%-60.3pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,749 | $5,243-28.5% | $4,856-22.8% | $4,751-21.1% |
| Participant deferral / active EE | $6,943 | $8,100-14.3% | $7,758-10.5% | $6,710+3.5% |
| Admin fee / account holder | $6,494 | $12,400-47.6% | $10,762-39.7% | $11,403-43.0% |