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 | $392,401 | $177,572+121.0% | $154,803+153.5% | $142,382+175.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.31% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $11,119 | $4,810+131.1% | $4,305+158.3% | $4,299+158.6% |
| Participant deferral / active EE | $13,528 | $6,272+115.7% | $5,540+144.2% | $6,507+107.9% |
| Admin fee / account holder | $9,226 | $16,786-45.0% | $14,329-35.6% | $12,624-26.9% |