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 | $633,341 | $177,572+256.7% | $154,803+309.1% | $142,382+344.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.57% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,882 | $4,810-19.3% | $4,305-9.8% | $4,299-9.7% |
| Participant deferral / active EE | $6,564 | $6,272+4.7% | $5,540+18.5% | $6,507+0.9% |
| Admin fee / account holder | $12,407 | $16,786-26.1% | $14,329-13.4% | $12,624-1.7% |