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 | $338,723 | $177,572+90.8% | $154,803+118.8% | $142,382+137.9% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 14.57% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,081 | $4,810-15.2% | $4,305-5.2% | $4,299-5.1% |
| Participant deferral / active EE | $10,339 | $6,272+64.8% | $5,540+86.6% | $6,507+58.9% |
| Admin fee / account holder | $1,663 | $16,786-90.1% | $14,329-88.4% | $12,624-86.8% |