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 | $306,064 | $179,726+70.3% | $156,263+95.9% | $142,382+115.0% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 13.90% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,601 | $5,069-29.0% | $4,333-16.9% | $4,299-16.2% |
| Participant deferral / active EE | $8,873 | $6,956+27.6% | $6,158+44.1% | $6,507+36.3% |
| Admin fee / account holder | $6,655 | $17,272-61.5% | $14,255-53.3% | $12,624-47.3% |