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 3-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 | $314,327 | $148,534+111.6% | $135,903+131.3% | $139,434+125.4% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 18.83% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,406 | $5,243-54.1% | $4,856-50.5% | $4,751-49.4% |
| Participant deferral / active EE | $4,797 | $8,100-40.8% | $7,758-38.2% | $6,710-28.5% |
| Admin fee / account holder | $3,080 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |