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 | $324,127 | $201,272+61.0% | $184,203+76.0% | $145,922+122.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 16.37% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $8,164 | $7,022+16.3% | $6,427+27.0% | $4,660+75.2% |
| Participant deferral / active EE | $14,010 | $9,806+42.9% | $9,131+53.4% | $6,688+109.5% |
| Admin fee / account holder | $83,600 | $16,364+410.9% | $13,901+501.4% | $13,397+524.0% |