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 | $396,830 | $133,922+196.3% | $116,228+241.4% | $142,382+178.7% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 13.55% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,749 | $3,446-20.2% | $2,994-8.2% | $4,299-36.1% |
| Participant deferral / active EE | $8,435 | $5,672+48.7% | $4,953+70.3% | $6,507+29.6% |
| Admin fee / account holder | $94,629 | $14,945+533.2% | $11,989+689.3% | $12,624+649.6% |