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 | $331,436 | $103,376+220.6% | $87,100+280.5% | $152,861+116.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 21.90% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,036 | $3,220-36.8% | $2,521-19.3% | $4,762-57.3% |
| Participant deferral / active EE | $9,531 | $4,778+99.5% | $4,049+135.4% | $5,850+62.9% |
| Admin fee / account holder | $6,525 | $12,205-46.5% | $7,497-13.0% | $11,596-43.7% |