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 | $368,030 | $117,983+211.9% | $101,794+261.5% | $142,382+158.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 10.34% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $5,309 | $2,773+91.5% | $2,289+131.9% | $4,299+23.5% |
| Participant deferral / active EE | $5,809 | $4,714+23.2% | $4,084+42.2% | $6,507-10.7% |
| Admin fee / account holder | $403 | $10,433-96.1% | $8,777-95.4% | $12,624-96.8% |