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 | $417,382 | $214,378+94.7% | $200,582+108.1% | $142,382+193.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 26.65% | 46.41%-19.8pp | 42.33%-15.7pp | 217.08%-190.4pp |
| Employer contribution / active EE | $4,073 | $6,841-40.5% | $6,419-36.5% | $4,299-5.3% |
| Participant deferral / active EE | $10,804 | $9,865+9.5% | $9,331+15.8% | $6,507+66.0% |
| Admin fee / account holder | $6,263 | $17,692-64.6% | $16,305-61.6% | $12,624-50.4% |