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 | $278,735 | $185,822+50.0% | $169,993+64.0% | $139,434+99.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.38% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $8,110 | $7,590+6.8% | $6,785+19.5% | $4,751+70.7% |
| Participant deferral / active EE | $13,739 | $11,622+18.2% | $10,408+32.0% | $6,710+104.7% |
| Admin fee / account holder | $618 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |