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 | $437,746 | $106,584+310.7% | $101,326+332.0% | $142,382+207.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 60.62% | 36.93%+23.7pp | 36.82%+23.8pp | 217.08%-156.5pp |
| Employer contribution / active EE | $2,911 | $3,956-26.4% | $3,665-20.6% | $4,299-32.3% |
| Participant deferral / active EE | $13,788 | $8,297+66.2% | $7,994+72.5% | $6,507+111.9% |
| Admin fee / account holder | $30,164 | $11,446+163.5% | $11,185+169.7% | $12,624+138.9% |