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 | $266,575 | $177,572+50.1% | $154,803+72.2% | $142,382+87.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 15.22% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,522 | $4,810+56.4% | $4,305+74.7% | $4,299+75.0% |
| Participant deferral / active EE | $8,696 | $6,272+38.7% | $5,540+56.9% | $6,507+33.6% |
| Admin fee / account holder | $1,763 | $16,786-89.5% | $14,329-87.7% | $12,624-86.0% |