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 | $281,217 | $133,922+110.0% | $116,228+142.0% | $142,382+97.5% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 12.80% | 147.76%-135.0pp | 90.06%-77.3pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,664 | $3,446-22.7% | $2,994-11.0% | $4,299-38.0% |
| Participant deferral / active EE | $4,589 | $5,672-19.1% | $4,953-7.4% | $6,507-29.5% |
| Admin fee / account holder | $8,778 | $14,945-41.3% | $11,989-26.8% | $12,624-30.5% |