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 | $344,415 | $179,726+91.6% | $156,263+120.4% | $142,382+141.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 13.30% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,152 | $5,069-37.8% | $4,333-27.3% | $4,299-26.7% |
| Participant deferral / active EE | $13,574 | $6,956+95.1% | $6,158+120.4% | $6,507+108.6% |
| Admin fee / account holder | $17,468 | $17,272+1.1% | $14,255+22.5% | $12,624+38.4% |