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 | $438,286 | $176,056+148.9% | $159,436+174.9% | $167,490+161.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 22.93% | 331.75%-308.8pp | 263.57%-240.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $3,162 | $5,297-40.3% | $4,829-34.5% | $4,837-34.6% |
| Participant deferral / active EE | $3,162 | $7,750-59.2% | $7,352-57.0% | $6,341-50.1% |
| Admin fee / account holder | $7,098 | $12,554-43.5% | $10,799-34.3% | $12,309-42.3% |