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 | $334,711 | $177,572+88.5% | $154,803+116.2% | $142,382+135.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 18.15% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,528 | $4,810+35.7% | $4,305+51.6% | $4,299+51.8% |
| Participant deferral / active EE | $6,328 | $6,272+0.9% | $5,540+14.2% | $6,507-2.7% |
| Admin fee / account holder | $2,004 | $16,786-88.1% | $14,329-86.0% | $12,624-84.1% |