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 | $283,500 | $159,602+77.6% | $150,045+88.9% | $142,382+99.1% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 13.78% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,360 | $4,961-32.3% | $4,693-28.4% | $4,299-21.8% |
| Participant deferral / active EE | $11,648 | $8,310+40.2% | $7,997+45.7% | $6,507+79.0% |
| Admin fee / account holder | $94,167 | $14,846+534.3% | $13,435+600.9% | $12,624+646.0% |