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 | $379,963 | $176,056+115.8% | $159,436+138.3% | $167,490+126.9% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 16.07% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $7,741 | $5,297+46.1% | $4,829+60.3% | $4,837+60.0% |
| Participant deferral / active EE | $11,896 | $7,750+53.5% | $7,352+61.8% | $6,341+87.6% |
| Admin fee / account holder | $5,916 | $12,554-52.9% | $10,799-45.2% | $12,309-51.9% |