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 | $421,211 | $209,411+101.1% | $178,490+136.0% | $158,922+165.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.56% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $9,252 | $5,706+62.1% | $5,011+84.6% | $4,761+94.3% |
| Participant deferral / active EE | $5,322 | $5,954-10.6% | $5,202+2.3% | $5,982-11.0% |
| Admin fee / account holder | $1,319 | $17,074-92.3% | $13,984-90.6% | $11,246-88.3% |