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 | $423,132 | $159,602+165.1% | $150,045+182.0% | $142,382+197.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 14.33% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,851 | $4,961-2.2% | $4,693+3.4% | $4,299+12.8% |
| Participant deferral / active EE | $7,207 | $8,310-13.3% | $7,997-9.9% | $6,507+10.8% |
| Admin fee / account holder | $79,687 | $14,846+436.7% | $13,435+493.1% | $12,624+531.2% |