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 | $373,598 | $176,056+112.2% | $159,436+134.3% | $167,490+123.1% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 14.81% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,673 | $5,297+7.1% | $4,829+17.5% | $4,837+17.3% |
| Participant deferral / active EE | $11,743 | $7,750+51.5% | $7,352+59.7% | $6,341+85.2% |
| Admin fee / account holder | $1,890 | $12,554-84.9% | $10,799-82.5% | $12,309-84.6% |