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 | $288,671 | $162,781+77.3% | $133,956+115.5% | $158,922+81.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 15.05% | 41.94%-26.9pp | 45.09%-30.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,884 | $4,975-62.1% | $3,919-51.9% | $4,761-60.4% |
| Participant deferral / active EE | $12,452 | $5,911+110.7% | $5,048+146.7% | $5,982+108.1% |
| Admin fee / account holder | $733 | $11,736-93.8% | $8,927-91.8% | $11,246-93.5% |