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 | $284,731 | $159,602+78.4% | $150,045+89.8% | $142,382+100.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.87% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,679 | $4,961-5.7% | $4,693-0.3% | $4,299+8.8% |
| Participant deferral / active EE | $15,874 | $8,310+91.0% | $7,997+98.5% | $6,507+143.9% |
| Admin fee / account holder | $2,887 | $14,846-80.6% | $13,435-78.5% | $12,624-77.1% |