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 | $332,850 | $177,572+87.4% | $154,803+115.0% | $142,382+133.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,520 | $4,810-47.6% | $4,305-41.5% | $4,299-41.4% |
| Participant deferral / active EE | $3,652 | $6,272-41.8% | $5,540-34.1% | $6,507-43.9% |
| Admin fee / account holder | $37,449 | $16,786+123.1% | $14,329+161.3% | $12,624+196.7% |