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 | $367,977 | $148,534+147.7% | $135,903+170.8% | $139,434+163.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 19.21% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,454 | $5,243-15.1% | $4,856-8.3% | $4,751-6.3% |
| Participant deferral / active EE | $8,923 | $8,100+10.2% | $7,758+15.0% | $6,710+33.0% |
| Admin fee / account holder | $6,790 | $12,400-45.2% | $10,762-36.9% | $11,403-40.5% |