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 | $326,269 | $159,602+104.4% | $150,045+117.4% | $142,382+129.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 17.05% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,395 | $4,961+8.8% | $4,693+15.0% | $4,299+25.5% |
| Participant deferral / active EE | $6,440 | $8,310-22.5% | $7,997-19.5% | $6,507-1.0% |
| Admin fee / account holder | $20,317 | $14,846+36.8% | $13,435+51.2% | $12,624+60.9% |