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 | $402,657 | $159,602+152.3% | $150,045+168.4% | $142,382+182.8% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 17.30% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,595 | $4,961-7.4% | $4,693-2.1% | $4,299+6.9% |
| Participant deferral / active EE | $6,398 | $8,310-23.0% | $7,997-20.0% | $6,507-1.7% |
| Admin fee / account holder | $7,609 | $14,846-48.8% | $13,435-43.4% | $12,624-39.7% |