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 | $383,303 | $202,432+89.3% | $169,368+126.3% | $139,434+174.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.87% | 531.74%-512.9pp | 405.60%-386.7pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,012 | $4,692-35.8% | $4,013-24.9% | $4,751-36.6% |
| Participant deferral / active EE | $10,258 | $6,938+47.9% | $6,221+64.9% | $6,710+52.9% |
| Admin fee / account holder | $5,356 | $10,708-50.0% | $9,003-40.5% | $11,403-53.0% |