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 | $442,828 | $177,572+149.4% | $154,803+186.1% | $142,382+211.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.25% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,133 | $4,810-14.1% | $4,305-4.0% | $4,299-3.9% |
| Participant deferral / active EE | $8,465 | $6,272+35.0% | $5,540+52.8% | $6,507+30.1% |
| Admin fee / account holder | $1,557 | $16,786-90.7% | $14,329-89.1% | $12,624-87.7% |