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 | $415,258 | $114,381+263.0% | $107,525+286.2% | $142,382+191.7% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 14.73% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,933 | $4,015+22.9% | $3,754+31.4% | $4,299+14.8% |
| Participant deferral / active EE | $10,154 | $5,564+82.5% | $5,116+98.5% | $6,507+56.0% |
| Admin fee / account holder | $1,535 | $9,860-84.4% | $8,919-82.8% | $12,624-87.8% |