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 | $460,755 | $159,602+188.7% | $150,045+207.1% | $142,382+223.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,673 | $4,961-26.0% | $4,693-21.7% | $4,299-14.6% |
| Participant deferral / active EE | $4,818 | $8,310-42.0% | $7,997-39.8% | $6,507-26.0% |
| Admin fee / account holder | $21,970 | $14,846+48.0% | $13,435+63.5% | $12,624+74.0% |