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 | $465,072 | $179,726+158.8% | $156,263+197.6% | $142,382+226.6% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 13.15% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,961 | $5,069-41.6% | $4,333-31.7% | $4,299-31.1% |
| Participant deferral / active EE | $16,004 | $6,956+130.1% | $6,158+159.9% | $6,507+145.9% |
| Admin fee / account holder | $7,916 | $17,272-54.2% | $14,255-44.5% | $12,624-37.3% |