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 | $467,110 | $214,378+117.9% | $200,582+132.9% | $142,382+228.1% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 19.66% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,161 | $6,841-24.6% | $6,419-19.6% | $4,299+20.0% |
| Participant deferral / active EE | $10,367 | $9,865+5.1% | $9,331+11.1% | $6,507+59.3% |
| Admin fee / account holder | $2,309 | $17,692-86.9% | $16,305-85.8% | $12,624-81.7% |