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 | $284,199 | $162,781+74.6% | $133,956+112.2% | $158,922+78.8% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 15.42% | 41.94%-26.5pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $4,957 | $4,975-0.4% | $3,919+26.5% | $4,761+4.1% |
| Participant deferral / active EE | $4,481 | $5,911-24.2% | $5,048-11.2% | $5,982-25.1% |
| Admin fee / account holder | $6,708 | $11,736-42.8% | $8,927-24.9% | $11,246-40.3% |