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 | $304,306 | $202,432+50.3% | $169,368+79.7% | $139,434+118.2% |
| Participation rate | 82.4% | 81.1%+1.3pp | 77.1%+5.2pp | 80.3%+2.0pp |
| Annual return | 19.99% | 531.74%-511.7pp | 405.60%-385.6pp | 372.94%-353.0pp |
| Employer contribution / active EE | $927 | $4,692-80.2% | $4,013-76.9% | $4,751-80.5% |
| Participant deferral / active EE | $6,180 | $6,938-10.9% | $6,221-0.7% | $6,710-7.9% |
| Admin fee / account holder | $6,632 | $10,708-38.1% | $9,003-26.3% | $11,403-41.8% |