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 | $453,398 | $217,402+108.6% | $185,823+144.0% | $167,490+170.7% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 13.74% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,735 | $5,873-53.4% | $5,167-47.1% | $4,837-43.5% |
| Participant deferral / active EE | $7,741 | $6,356+21.8% | $5,568+39.0% | $6,341+22.1% |
| Admin fee / account holder | $6,321 | $19,811-68.1% | $16,237-61.1% | $12,309-48.6% |