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 | $356,578 | $214,378+66.3% | $200,582+77.8% | $142,382+150.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.31% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,101 | $6,841-25.4% | $6,419-20.5% | $4,299+18.6% |
| Participant deferral / active EE | $21,230 | $9,865+115.2% | $9,331+127.5% | $6,507+226.2% |
| Admin fee / account holder | $131,356 | $17,692+642.5% | $16,305+705.6% | $12,624+940.6% |