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 | $326,825 | $176,056+85.6% | $159,436+105.0% | $167,490+95.1% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 17.16% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $4,239 | $5,297-20.0% | $4,829-12.2% | $4,837-12.4% |
| Participant deferral / active EE | $14,222 | $7,750+83.5% | $7,352+93.4% | $6,341+124.3% |
| Admin fee / account holder | $97,418 | $12,554+676.0% | $10,799+802.1% | $12,309+691.4% |