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 | $355,422 | $135,635+162.0% | $110,238+222.4% | $135,375+162.5% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | 5.29% | 513.19%-507.9pp | 314.74%-309.4pp | 519.73%-514.4pp |
| Employer contribution / active EE | $6,163 | $4,906+25.6% | $3,826+61.1% | $4,779+29.0% |
| Participant deferral / active EE | $6,566 | $5,506+19.2% | $4,672+40.5% | $5,609+17.1% |
| Admin fee / account holder | $11,298 | $11,457-1.4% | $8,547+32.2% | $10,827+4.4% |