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 | $328,937 | $148,534+121.5% | $135,903+142.0% | $139,434+135.9% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 18.92% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $14,928 | $5,243+184.7% | $4,856+207.4% | $4,751+214.2% |
| Participant deferral / active EE | $3,679 | $8,100-54.6% | $7,758-52.6% | $6,710-45.2% |
| Admin fee / account holder | $2,589 | $12,400-79.1% | $10,762-75.9% | $11,403-77.3% |