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 | $380,941 | $185,822+105.0% | $169,993+124.1% | $139,434+173.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 25.92% | 60.50%-34.6pp | 53.37%-27.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $7,884 | $7,590+3.9% | $6,785+16.2% | $4,751+65.9% |
| Participant deferral / active EE | $18,122 | $11,622+55.9% | $10,408+74.1% | $6,710+170.1% |
| Admin fee / account holder | $24,425 | $15,381+58.8% | $12,815+90.6% | $11,403+114.2% |