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 | $329,512 | $118,680+177.6% | $98,907+233.2% | $158,922+107.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 30.61% | 372.35%-341.7pp | 196.43%-165.8pp | 302.83%-272.2pp |
| Employer contribution / active EE | $2,242 | $3,333-32.7% | $2,689-16.6% | $4,761-52.9% |
| Participant deferral / active EE | $7,272 | $5,088+42.9% | $4,244+71.3% | $5,982+21.6% |
| Admin fee / account holder | $537 | $10,131-94.7% | $6,642-91.9% | $11,246-95.2% |