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 | $311,698 | $159,602+95.3% | $150,045+107.7% | $142,382+118.9% |
| Participation rate | 70.8% | 84.0%-13.1pp | 82.3%-11.5pp | 80.1%-9.3pp |
| Annual return | 15.38% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,220 | $4,961-35.1% | $4,693-31.4% | $4,299-25.1% |
| Participant deferral / active EE | $9,577 | $8,310+15.2% | $7,997+19.8% | $6,507+47.2% |
| Admin fee / account holder | $10,470 | $14,846-29.5% | $13,435-22.1% | $12,624-17.1% |