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 | $381,014 | $177,572+114.6% | $154,803+146.1% | $142,382+167.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 11.75% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,528 | $4,810-47.4% | $4,305-41.3% | $4,299-41.2% |
| Participant deferral / active EE | $9,590 | $6,272+52.9% | $5,540+73.1% | $6,507+47.4% |
| Admin fee / account holder | $27,153 | $16,786+61.8% | $14,329+89.5% | $12,624+115.1% |