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 | $285,740 | $171,164+66.9% | $127,761+123.7% | $152,861+86.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.0%+6.7pp | 82.4%+3.3pp |
| Annual return | 21.57% | 23.54%-2.0pp | 26.14%-4.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,798 | $5,447-30.3% | $4,574-17.0% | $4,762-20.3% |
| Participant deferral / active EE | $12,028 | $7,038+70.9% | $6,021+99.8% | $5,850+105.6% |
| Admin fee / account holder | $680 | $14,530-95.3% | $9,395-92.8% | $11,596-94.1% |