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 | $390,336 | $176,056+121.7% | $159,436+144.8% | $167,490+133.1% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 14.40% | 331.75%-317.3pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,882 | $5,297-45.6% | $4,829-40.3% | $4,837-40.4% |
| Participant deferral / active EE | $11,743 | $7,750+51.5% | $7,352+59.7% | $6,341+85.2% |
| Admin fee / account holder | $13,303 | $12,554+6.0% | $10,799+23.2% | $12,309+8.1% |